This is the first time I have been unable to find the answer to a formula question on these boards before, so I figured I would finally post a question myself:
First, some background - I work with multiple clients, who each submit cases to me. My boss recently asked me to begin tracking whether my clients are "active" or "inactive", meaning whether or not they have submitted a case within the last 3 months (or 90 days). I have columns for "date received", "client", and "Active?".
I am trying to create a formula to answer the following question -
if a specific client's most recent case is within the last 90 days, display "yes" under my "active" column; otherwise, display "no".
I am running into trouble with specifying that the date must be for each respective client's cases only.
Essentially, the formula must show me: IF date received = within the last 90 days, AND the client = specific name, THEN show "yes".
Can anyone help me figure out the solution to this issue?
First, some background - I work with multiple clients, who each submit cases to me. My boss recently asked me to begin tracking whether my clients are "active" or "inactive", meaning whether or not they have submitted a case within the last 3 months (or 90 days). I have columns for "date received", "client", and "Active?".
I am trying to create a formula to answer the following question -
if a specific client's most recent case is within the last 90 days, display "yes" under my "active" column; otherwise, display "no".
I am running into trouble with specifying that the date must be for each respective client's cases only.
Essentially, the formula must show me: IF date received = within the last 90 days, AND the client = specific name, THEN show "yes".
Can anyone help me figure out the solution to this issue?