In Assess - Exclude "Out of Business" Accounts

[CRMSarah]

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! 

[Pugs_Validity · Accepted solution]

@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. 

[CRMSarah]

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. 

[Ian]

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

[Pugs_Validity]

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!