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I am looking to filter customers based on the record of the last completed activity for our call center. I want to be able to sort customers by the last time an activity was completed on their acoount. I have a customized customer list that I want to be able to quickly view all of the customers that haven't had an email or a call since a given ...
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I'm relatively new to any of the customization options and one of the things I am struggling with is how to search or filter customers by state or some predetermined region. Is there a way to add a box to the customer center or filter in some other way to select only those customers in say "New York"?
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Using both Mozilla and IE, I've tried downloading and installing the Outlook plugin. An initial private beta install worked and showed up in Outlook. Up/downloaded info between Method and Outlook.
Since then, after 2 weeks the plugin disappeared from Outlook. Using the newly released public beta 2.0, A reinstall, repair, ...
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