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Re: Query for accounts with no Notes/History information
Posted: 03 May 06 2:47 PM
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fiogf49gjkf0d Now, let's say you want to know which accounts haven't had calls:
select account from account where not (accountid in (select accountid from history where type = '262146')) order by account
HTH,
Ron |
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Re: Query for accounts with no Notes/History information
Posted: 03 May 06 2:49 PM
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lomper lombrices precio lomper precio fiogf49gjkf0d I'm using the Query Builder in the Client, and it won't allow me to enter an SQL statement, I have to pick the field and drag it in the conditions tab. I tried dragging the "Notes" field in the condition tab and I picked "does not contain data" for the Operator field in the form, and it did not pull up anything, even though there are accounts that have no information in the notes/history tab.
Am I doing something wrong? |
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Re: Query for accounts with no Notes/History information
Posted: 03 May 06 3:31 PM
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fiogf49gjkf0d Oh, but it will allow you to enter the SQL statement:
Operator: in
Value in: select h1.accountid from history h1 where h1.type = '262146'
Case Sensitive Compare: uncheck
Use Value as Literal: check
Click on OK...
Then check the NOT condition from the local menu. Don't go by the record count... occasionally, it's been known to LIE!
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Re: Query for accounts with no Notes/History information
Posted: 04 May 06 6:20 AM
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how long does the 2nd abortion pill take to work how long does it take the abortion pill to work blackips.linqto.me fiogf49gjkf0d First question:
Does anyone have a listing/quick ref of what the various history.type codes represent?
Next.. I think the WHERE h1.type = '262146' should be an IN because Fabian is looking for all accounts where there is NO history. I understand there will usually be some history in the form of a database change or something. But I think in this case Fabian is looking for account with no phone call, to-do or meeting history.
Which brings me to the point of using IN. The WHERE should be something like
WHERE h1.type IN ('262146', 'phonecall code', 'to-do code', 'etc...')
John G. |
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Re: Query for accounts with no Notes/History information
Posted: 22 Sep 06 12:19 PM
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fiogf49gjkf0d Ryan,
We would like to create our own custom history.type.codes for tracking notes related to custom activities.
Does SalesLogix has a means of creating new note types?
Will SalesLogix have a problem if we create our own type.codes ?
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Re: Query for accounts with no Notes/History information
Posted: 22 Sep 06 1:04 PM
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fiogf49gjkf0d I am not Ryan  but the solution is to add your values to the Activity Types picklist.
As far as "problems", it depends on what you mean. There are stock product features that filter on the different types (like excluding database changes) that you may have to customize to accommodate your custom types. Other than that you should be fine.
Timmus |
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