Question
Is there a way to report on disengaged accounts?
I would like to report on disengaged client accounts. I know you can use Not had Interesting Moments filter at the person level, but can you report at the Account level?
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.