Run a report/search of all companies/clients who have not been communicated with from a specific date

I want to know if it's possible to run a report or run an advanced search to find all companies/clients where my company has not filed a communication in the company record since May 1, 2018. Is this possible to do without writing a SQL code? Is there a way to create a "last communication date" field to report on?

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    Hi Shlavine

    You'd have to either write a SourceView with a hard coded date in it (so SQL view) or a TableScrript / SQL Trigger that populates a field on the company with the last communication date

    This is how I normally do it - a custom date field on Company which is populated by a SQL Script which populates it with the last communication date - and then through reports users can find all companies which haven't been communicated since X (the script works well as then we add in other criteria e.g. ignore marketing emails, support emails etc). 

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    If it helps (dependant on your version) you could take a look at the "At Risk Customers" report and the Company view "vAtRiskCustomers" and see how the Last Communication Date value is derived and replicate it for another report to filter by.