My organization uses the Salesforce for Wealth Management App, which uses an object called 'Relationship Groups.' Relationship Groups are connected to Accounts (Person Accounts, in this case) via a junction object called 'Relationship Group Member'.
My users regularly log calls/emails/meetings to Accounts, and I would like to see how many times each Relationship Group (aka. group of related Accounts) has been touched in the last 12 months. Can this be done?
I can't even figure out how to get the # of Activities in the past 12 months for a single Account.
And if anyone's gotten this far, I would like to have the activities meet certain criteria (eg. Subject Does Not Contain 'Mail Merge').