I’m fairly new to CRM technologies and exceedingly new to SuiteCRM.
I’ve started to create some reports, mostly simple ones like Quotes created in the last 3 months, calls planned in the next 2 weeks. Things like that.
However, to uphold good client networking practices, I want to stay in contact / reach out to people whom I haven’t had contact with in 3 months, for whatever reasons.
So, thinking along the lines of conditions, I would want to generate a list of contacts and accounts that HAVE NOT been contacted in over 3 months.
First condition, say Calls, I would put as date modified > greater than or equal to > date > now > -3 Months.
But the second (emails), third (quotes) and fourth (meetings) conditions all seem to be AND functions. Is it possible to have a condition be OR?
Thank you for your time.