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Search Criteria: Customers with tasks or no tasks...how????
In summary: I want my search results to show all people without a task, and then also people with a task (but filtered to the fields labeled "AND")
(( Activities: Tasks is empty ) OR
(Activities: Tasks is not empty AND
Task : Task Type (custom) is Phone Call AND
Task : Status is not completed ))
Problem: I cannot find a field that determines whether a customer has a task or does not have a task (what I labeled as Activities: Tasks). The other fields are simple.
Does anyone know how to filter whether a customer record has a task or not? Or a workaround, such as a simple custom field on the customer record?