Method:Classic General Q&A

Re: Not Contacted Filter

Jonathan — Wed, 15 Apr 2015 09:34:10 GMT

Hi Audisho,

OK it worked :) Thank you Audisho!

Re: Not Contacted Filter

Method_Audisho — Tue, 14 Apr 2015 14:39:30 GMT

Hi Jonathan,

I made a correction to #3 above. You’re actually better off placing this value into a hidden date picker object on screen. This is a more reliable way to store the date and also makes it easier to troubleshoot, as you can simply un-hide the object to see the date value.

-Audisho

Re: Not Contacted Filter

Method_Audisho — Tue, 14 Apr 2015 14:11:56 GMT

Hi Jonathan,

For this, you will want to use either the Less than or Less than or equal to filter. Your choice will depend on if you want to include customers whose last activity date is exactly 30 days ago.

In order to use this filter, you will first need to calculate the current date minus 30 days and store this value in a shared result to use it in your filter. I recommend doing this in the OnScreenLoad actions.

Your actions will include:

1) Assign Value to Action Result – To retrieve the current date

2) Date Add – To subtract 30 (or add “-30”) days from your action result

3) Assign Value to Shared Result – To copy the calculated value from #2 into a shared result for use with your filter

3) Enter Value into Field On Screen – To copy the calculated value from #2 into a date picker object for use with your filter

Give this a shot and let me know if you have any questions. I hope this helps.

-Audisho

Not Contacted Filter

Jonathan — Tue, 14 Apr 2015 04:06:50 GMT

Hi guys,

I'm looking a way to create a filter where we could display a customer without activity in the last 30 days. Does anybody ever tried that and which filter rule shall be applied? As far as I know these are the only filter available,

Please advise.