Im trying to pull data from Goldmine into a crystal report. The report is to contain all customers who have not been contacted in the past week nor have they got a future pending task to be called
Im able to work out if the customer has been contacted in the past by Im not sure where the data is stored with goldmine for the Pending Tasks.
I can view the tasks in the Pending Tab of the contact record. The pending task Im trying to detect has a specific code which is NBC.
Is it possible to extract this data?