04-21-2016 07:31 PM
New to ACT. Yesterday I created a To Do Activity to call a contact. I did not get to it today. How can I find the contact or contacts that I intended to call, but hadn't called? I'm sure there is a way. Surely I don't have to write down this information.
Any guidance is greatly appreciated.
Act Premium 18 Desktop
04-21-2016 09:02 PM
Go to your Tasklist view and select a date range that would include the missing tasks. Then you can select those tasks and create a lookup of the associated contacts.
04-22-2016 10:26 AM
When you create a task you can alarm it so it will remind you that it has not been completed. In the preferences setup you can also set task and call etc to roll over to the next day if not completed which you may find useful.