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Is there a way to pull a report of customers who have no CTAs? I want to be able to alert CSMs to these customers.
Hi,


Below are the steps to be followed to populate the count of customers with no CTAs .





Step 1: Create a numeric field on the CustomerInfo object.








Step 2: Create a rule to get the count of open CTAs . Please change the below filter as per your requirement .





Step 3: Map the newly created field with the count of CTA names and run the rule.





Step 4 : Create a report on the CustomerInfo object  with the below filter.





Please let me know if you face any issues while configuring . 





Thanks,


-SaiRam
We wrote this up as a formal tutorial.

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