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As a contact database grows one of the big issues is making sure that you keep interacting with your customers. Its very easy to ‘cherry pick’ your best and most friendly customers and ignore the rest.
It is quite straightforward to build a group of customers who haven’t had a call or appointment completed against them in the last 90 days and don’t have a call or appointment scheduled in the future.
Access this window from Lookup -> SQL Queries, or use the SQL Query tab in the Filters & Groups dialog box.
In the main query window enter the following query.
select accountno,company,contact,phone1 from contact1 where accountno not in (select accountno from cal where rectype in ('C','A') and ondate>getdate()) and accountno not in (select accountno from conthist where srectype in ('C','A') and ondate>getdate()-90)
Note: This will only work in SQL hosted systems.
Press the Query button and after a few seconds a list of records containing incorrect email address will be displayed.
This can then be converted to a GoldMine group for manual tidying by selecting the Groups tab, and 'right-clicking' in the groups are to create a new group.
When the new groups wizard appears select SQL Query Results and create the group as normal.
Alternatively the list of contacts could be exported directly from the SQL Query window by ‘right clicking’ on the results and selecting Output To. The destination can then be chosen.
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06 August 2009 IB
GoldMine CRM
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