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KnowledgeSync Education Bulletin:   Week 21
Leading the Way in Business Activity Monitoring


Alerts based on In-activity


Welcome to week #21 of the KnowledgeSync Educational Bulletin for Business Partners and clients who are using KnowledgeSync.

This week's question:

I've got a client who sells their products to the same customers, month after month. But sometimes a client stops buying - and they want to know about it. Is there a way to configure an event that sends an alert about a client who has NOT had an sales orders within a certain timeframe?

Answer:

Great question - and this happens to be one of the first scenarios that KnowledgeSync was ever used for. Looking for inactivity - prospects not been contacted, clients who haven't purchased, or customers who haven't called into support is a terrific use of KnowledgeSync.

But this is a more complex event. After all, if a sales order file has no orders for a client, how is KnowledgeSync to identify that client? What you need to do is create an event that uses 2 queries - the first query creates a list of customer records, and the second query "counts" the number of orders (or other activities) for each client. Any client who has zero orders/activities meets your criteria.

Consider an event that identifies clients who have not purchased within 30 days:

1. Create query #1 called "Client Listing" that lists all of the clients in the database. Select the "client" table and choose a "unique" column (e.g., "client ID").

2. Note the "Customized Name" for this column (e.g., "CLIENT_ID").

3. Create query #2 called "Link To; Clients with No Orders Within 30 Days". Choose the table that stores the order records.

4. In the "Columns" tab, choose only one column - the column that uniquely identifies each order record (e.g., "orderno"). Change the Column Type to "Count".

5. Go to the "Filters" tab and put in the date criteria during which you are looking for no activity (order date is within 30 days).

6. We now link this query with the first query. So - create a filter on the "client ID" field, choose an Operator of "equal to", and in Compare Value, key in {CLIENT_ID} (the customized name of the same field from the first query).

7. Go to the Sub-Filters tab. Since we want only those clients who had ZERO sales in the past 30 days, create a sub-filter on the "count of order records", specify an operator of "equal to" and a Compare Value of '0' (zero).

That's all there is to it. If you need assistance designing an "inactivity" event, just contact Don Farber at farber@vineyardsoft.com.

Vineyardsoft Corporation
1-800-850-8055
info@vineyardsoft.com
www.vineyardsoft.com



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