Hello All,
I think I am loosing my mind. :)
We recently created a subjective health score to allow for the CSM to log sentiment. However, based on Customer segment, we need an update every 30 days for example.
I attempted to create a report off Activity Timeline and used a logic set like:
(Where CSM = Current User AND Scorecard_Measure = Sentiment AND Activity Date <=30 Days) OR (Scorecard_Measure=Sentiment AND Activity Date=Null)
I get all the accounts and update info for the out date sentiment, but nothing on the NULLS!!!!! Help! :)
The Goal: Create a widget that shows the number of CSM Sentiments that are missing or older than 30 days.
Open to ideas/solutions. Any luck I am just missing something simple here.
Thanks Admins,
DB
