How to find customers not doin business in 45 days

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September 12, 200223 yr

From my [Contacts] file, I want to be able to perform the following search.

1. Find Active customers (from the "ContactType" field) located in the [Contacts] file.

2. Omit customers that are on Maintiance (from the "Maintiance field") located in the [Maintiance] file. This field is shown on the [Contacts] file.

3. Find all customers we have not done business with in the last 45 days. This information comes from the

September 12, 200223 yr

Searching on related fields is slow. You obviously can use the Max() function to find the most recent invoice date,but if done as a calculation, this can be slow. You need a stored, indexed field in Customers. I would modify the scripts which create invoices and activity log entries to update two fields in the customer file each time a new invoice or activity log entry is created. This will take no time and will give you a stored field to search (or use a self relationship "Go to related record" script step) on.

-bd