Report Generation - And/Or Conditions

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

Hello everyone.

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.

2

Hi RB44,

Have you tried the 7.2 Beta? Reporting has been greatly enhanced and should have some of the features you require such as parameters.

Thanks,

Will.

3

Thanks for the reply, Will.

I’m not comfortable with going to a beta build, I would rather wait for a stable update. Unless that is a silly belief as the “beta” is stable already, just has extra untested features?

Rob

4

Hi Rob,

I don’t suggest you upgrade, but test out the 7.2 Beta 2 on a test environment to see if it resolves your issues.

Thanks,

Will.