Hi,
I am setting up a workflow which will allow me to track whether or not we have called a customer. I have two inputs. There is a "calls placed" input which contains only a list of phone numbers we've called and a "customer info" input which has customer ID and associated phone numbers. For customer phone numbers their are three separate fields: work, cell, and home phone number. I need to see if any of the three phone number fields in the "customer info" input match the phone number field in the "calls placed" input. I don't need to know which phone number was used just whether or not a call was made to the customer. I know I can do successive joins and then union to find out who we did and did not call, but I was wondering if there is a cleaner way to go about this.
Thanks,
Becky
Solved! Go to Solution.
Hi @BeckyS you could use a transpose tool then you would only need one join. I mocked up a workflow.
Thanks JS420! I don't actually have a customer ID field in the "calls made" input but this still works to match the phone numbers in a single join.
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