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Deleting Activity Series (tasks; letters, calls) with multiple contacts

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New Member
Posts: 9
Country: USA
Accepted Solution

Deleting Activity Series (tasks; letters, calls) with multiple contacts

[ Edited ]

I build a drip system using the Activity Series part of Act! Premium Version 16.3.11.0.

 

Here's my challenge, i'm a few letters/calls into it for over 400 people and i need to redo it all (not working how I wanted).  I know how to find these contacts later... my question is simple;

 

What is the easiest way to delete the various activities scheduled for all 400 (there's a mix of 20 activities scheduled for each person).  

 

(the only way I've found to do it, is one contact by one, highlight all activities and clear multiple activities; but on a slow computer and 1by1 - whew, its making me fall asleep)

 

Thanks,

 

Paul


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Solution
Accepted by JonTaylor (Administrator)
‎10-24-2017 01:24 AM
Copper Elite Contributor
Posts: 127
Country: Germany

Re: Deleting Activity Series (tasks; letters, calls) with multiple contacts

Go to the view called "Activity list". Set all filters to appropriate values.

=>You get your desired list of activities.

Mark as many of them as you want (as in any other list system in ACT! or Windows). Choose "clear multiple activities", then choose "Delete" as the next option.

DONE!

Andreas Schlesselmann
Melville-Schellmann GbR
Germany
www.melville-schellmann.de

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Solution
Accepted by JonTaylor (Administrator)
‎10-24-2017 01:24 AM
Copper Elite Contributor
Posts: 127
Country: Germany

Re: Deleting Activity Series (tasks; letters, calls) with multiple contacts

Go to the view called "Activity list". Set all filters to appropriate values.

=>You get your desired list of activities.

Mark as many of them as you want (as in any other list system in ACT! or Windows). Choose "clear multiple activities", then choose "Delete" as the next option.

DONE!

Andreas Schlesselmann
Melville-Schellmann GbR
Germany
www.melville-schellmann.de
New Member
Posts: 9
Country: USA

Re: Deleting Activity Series (tasks; letters, calls) with multiple contacts

So I'm running Act! Premium Version 16.3.11.0,

 

and tried to follow your idea you wrote... but I don't see the Activity View (see image)

 

what am I missing?

Copper Elite Contributor
Posts: 127
Country: Germany

Re: Deleting Activity Series (tasks; letters, calls) with multiple contacts

Sorry, it's called "TASK LIST"

Andreas Schlesselmann
Melville-Schellmann GbR
Germany
www.melville-schellmann.de
New Member
Posts: 9
Country: USA

Re: Deleting Activity Series (tasks; letters, calls) with multiple contacts

Oh that was too easy.  Yes, Task List and set for Today/Future and delete it all.  Too easy.

 

thank you!