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Filtering contacts by activities

New Member
Posts: 3
Country: USA

Filtering contacts by activities

Hi. I would like to get some help on how I can filter a Prospect based on whether it has a future activity scheduled or not.

Thanks!

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Filtering contacts by activities

Hello Denise,
The only way I can think of is to use date filters on the task list, then highlight the contacts you want, right-click on them, and select Create Lookup. I do not know of a contact filter that will do this, unless you create a new contact field to manually use as an indicator of a future activity and then filter on that.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Bronze Contributor
Posts: 955
Country: Australia

Re: Filtering contacts by activities

Denise,

 

The best option for this would be to have a look at Topline dashboard as I am sure this can be done. www.toplineresults.com and for a little over $100 well worth the investment 

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.