Hello everyone!
I need a report, or view, that can be generated which contains all Accounts that haven't had an Activity created for them in 'x' days. This will need to include Activities created in Opportunities/Contacts/Leads for that account.
I'm aware of the Neglected Accounts system report that can be generated out of the box. However, the columns present in that report do not fit the needs of the manager requesting this. and I see now way of editing them. I'm also not sure if this includes Opp/Contacts/Leads for the accounts as well.
Does anybody have any suggestions on how to generate this? I've run into the following article, but when I attempt to create a Rollup field, I don't have the option of selecting Activities for the related entity.
We're currently using CRM 2015 On Premise.