Summary
Version 9 of Microsoft CRM now has a “Not in” or “Without a” feature for advanced find.
What does this mean to me?
Previously if you had a query like "Show me all the leads that do not have an activity record" then it was a convoluted process involving marketing lists but now you can build a simple query to do this.
How do I do this?
You need to be on version 9 or later. See knowledgebase article on how to check this (login required).
See the knowledgebase article on how to do the advanced find (login required).
Further Information
If you have any questions about or need assistance, then please log a case under Support (login required) alternatively contact the GCC Service Desk on 0845 260 1151 or servicedesk@gcc.co.uk
