How to find the customers without contact for a long term?

Hi everybody,

I want to find out a list of customers which I have not been keeping in touch for more than 3 months. How could I do?

I usually contact my customer through email, and all emails are archived by the outlook Plug-in. I want to achieve this purpose through the last email date, but I don’t know how to do.

Could the report module achieve this? And how to achieve?

Or if the workflow module could send me email when I have not keeping in touch any customers more than 3 months?

I will be very appreciated if anybody give some suggestion! Thank you very much!


You may need to create a custom script or page and find date sent from archive email to generate such report. AFAIK no such reports are available by default.

you can achieve this with a simple Report, in my example I used Contacts, but you can use it with any other Module, like Accounts.

best regards

and for workflow you can do something like this (add your action)

please test it in a development environment, we won’t like you to send hundreds of mails while testing

best regards