We have an SLA in place for our account management type for them to sit a specific type of meeting with a specific type of customer on a set frequency.
I can create a pivot based report to show me all customers in a given time period who have had 1 of the types of meetings we are tracking and the qty of that type.
I need the opposite though, I need to see all Companies (filtered by specific properties) who have not had a meeting where the call or meeting type os one of the ones i measure
They may have had sales interactions by the same person but I need to ensure htey have had customer service interactions as well so last activity date does not work for us, particularly a customer could ahve up to 4 account mangers assigned alligned to the services they have from us
