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Report on all accounts/contacts with inactive account owner
Is it possible to report on all accounts / contacts belonging where the user status of the account owner is inactive? I want to add such a report to the Adoption/ Data Quality dashboard, to help flag records that need attention.
Thanks!
Rozanne
You would have to specify the Owner's Name. You could rename all inactive users to include a unique word at the beginning of their name, eg Matt Kaufman -> InactiveMatt Kaufman
Then you could say Owner Name starts with "inactive"
I think this is a great idea!
Has anybody tried this and discovered any "gotchas"?
Thanks,
Aaron