topic Re: In Assess - Exclude "Out of Business" Accounts in DemandTools

In Assess - Exclude "Out of Business" Accounts

CRMSarah — Wed, 05 Feb 2025 18:43:46 GMT

Hi everyone, in an attempt to improve our Assess score (it's really a personal challenge (read: obsession)), I am trying to see if there's a way to exclude Accounts which we have marked as Out of Business. Is there a way to do this?

Thanks!

Re: In Asses - Exclude "Out of Business" Accounts

Pugs_Validity — Wed, 29 Jan 2025 14:06:12 GMT

@CRMSarah - Unfortunately, not at the moment, but sounds like a great feature request! The workaround for now if you wanted to get a more refined total would be running the Account scenarios individually and excluding those from the record selection condition. Taking it one step further, you could set those revised scenarios to run as an Actionable Record report so it rountinely gets generated and you could track the numbers over time.

Re: In Asses - Exclude "Out of Business" Accounts

CRMSarah — Wed, 29 Jan 2025 14:09:10 GMT

Sweet! Thanks! If I can make it to Expert Office hours, I'll ask for more details on how to achieve this. I'm still learning the Asses module.

Re: In Assess - Exclude "Out of Business" Accounts

Ian — Thu, 13 Feb 2025 15:37:33 GMT

We have this same need - to exclude Accounts and Contacts of Record Type "Do not use - Audit Trail"

Re: In Assess - Exclude "Out of Business" Accounts

Pugs_Validity — Thu, 13 Feb 2025 15:44:50 GMT

Hey @Ian - Please submit a feature request to our product team if you haven't already. With the recent enhancements to the reporting capabilities of DemandTools, there is a strong push to make these features more robust, so this feedback is of great help!