Table of Contents
Filter: accounts without recent tasks #
Here is a filter that finds Account records in the state of CA for which all the “Not Started” tasks were due before last month.
The filter includes three terms.
- The first term requires the Account’s Billing State to be CA.
- The second term requires that most recent Due Date value of any tasks considered for the Account should be before last month.
- The third term requires that any tasks considered for filtering should have a status of “Not Started.”
