Accounts with no recent tasks

Filter: accounts without recent tasks #

Here is a filter that finds Account records in the state of CA for which all the “Not Started” tasks were due before last month. 

The filter includes three terms.

  • The first term requires the Account’s Billing State to be CA.
  • The second term requires that most recent Due Date value of any tasks considered for the Account should be before last month.
  • The third term requires that any tasks considered for filtering should have a status of “Not Started.”

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