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evan_luberda
evan_luberda
Helper ⭐️
Oct 20, 2016 8:52 PM UTC

Admin Office Hours - October 27th, 2016

This thread is for the Admin Office Hours session for Thursday October 27th, 
2016.  Submit your questions to this thread and we'll address them during our session at 11am PST/ 1pm CST.

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      2 replies

      steven_doty
      steven_doty
      Contributor ⭐️⭐️⭐️
      Oct 26, 2016 5:26 PM UTC
      How can I report on instances where one user lookup matches another, without specifying?

      My use case is that I'd like to see the last time the Account Owner and CSM logged an activity on the account. I know I could specify the account owner's ID, but I have too many account owners to create the number of distinct rules required for such an approach. I'd like to make something like 
      Select Account.ID, Max(Date) from Activity where Activity.AssignedTo.ID=Account.Owner.ID .
      I'd load this on the account or customer info then as the last time the customer was contacted.
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      evan_luberda
      evan_luberdaAuthor
      Helper ⭐️
      Oct 27, 2016 6:02 PM UTC
      Office hours are starting now! Click here to join!
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