Issue with SAINT tracking follow ups that are older and updated

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Hello!

 

We use the SAINT feature to track customers that have no activity planned in the future, by using the SAINT feature. Our current set up is as follows for the selection / dashboard.

A screenshot depicting "Category" is "Existing Customer" and "Date of Last Activity" is "Before today"

So we should see accounts that do not have anything planned in the current day or future.

However I am finding some results that appear, that do have a follow up in the future - usually when the activity is created a few days/weeks/months ago and then changed to a new date such as the one example here. I rebuilt the SAINT counters at around 3:45pm on 04/10/2023 so should technically count it?

 

Any help or advice woulbe appreciated.

 

Thank you and have a great day.

 

Warm regards,

 

Adam

 

 

 

4 Oct 2023 | 02:47 PM

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