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Business Partner Activities !!

Hello Experts,

I have got a problem for which i am looking for advice. SBO user in our company uses BP and BP Activities extensively because we are a service type organization. If each account manager has 300 customers in the DB then its very difficult to to keep an eye on every BP.

Scenario 1.

No calls on few Business Partners from past 30 days -

need to be pop-ed up on the screen

Scenario 2.

Forgot to create activity by mistake.. then that particular BP will go in dark clouds.

I am looking for a query where i can tell every user to check all those BP's who are inactive in terms of receiving calls or you have not contacted them from past 30 days.

by this we can squeeze the possibility of BP Avoidance.

tell me the way to develop that kind of report

please help.

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1 Answer

  • Best Answer
    Posted on Oct 05, 2009 at 11:43 AM

    Try this query to get the partners without activities in the last 30 days:

    SELECT  T0.[CardCode],
     max(T0.[Recontact]) 'Last activity'
    WHERE T0.[CardCode] is not null and  T0.[CardCode] <>''
    Group by T0.[CardCode]
    Having min(datediff(d,T0.[Recontact],getdate()))>30

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