Thanks for your comments. They helped me out, and of course, raised a question or two:)
1 - I was able to fix my workflow to adapt your idea for the calls/tasks/meetings/email that had not been modified for 90 days.
The idea is that if I have not contacted them in one way or another, the workflow will create a callfor that client, so that I will have a new call to make, made by the system. Right?
2 - As for the active vs inactive client, that was part of my question. How can I differentiate them from being active vs. being inactive? There does not seem to be a tick box, or a drop downmenu that allows be to choose active or inactive.
The only thing that I can think of, might be to choose a field, and designate a alphanumerial code to equal a given code for active. If this is active, then create new call,if all other conditions are also met.
3 - as for which workflow to choose, this is still unclear to me.
- I want to create a new call if there is no activity for the past 90 days.
- I will create this in the account that has no activity.
- I will confirm that taks/email/calls/meetings have no new entries
- I will confirn that he is active
- then I will create a call in the account.
Would the workflow be
I presume account,because the action will be placed in the account level of a given client.,
I still do not get the logic, or reasoning to choose one workflow vs. another.