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How to locate contacts with previous To Do Activities?

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Copper Contributor
Posts: 36
Country: USA
Accepted Solution

How to locate contacts with previous To Do Activities?

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.

 

Thanks,

 

Dave R

Act Premium 18 Desktop


Accepted Solutions
Solution
Accepted by topic author daverose
‎04-29-2016 06:49 AM
Copper Contributor
Posts: 36
Country: USA

Re: How to locate contacts with previous To Do Activities?

Thank you Stan.  I see it.  I truly appreciate your help.

 

Dave R

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Silver Super Contributor
Posts: 2,328
Country: USA

Re: How to locate contacts with previous To Do Activities?

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.


Stan


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Solution
Accepted by topic author daverose
‎04-29-2016 06:49 AM
Copper Contributor
Posts: 36
Country: USA

Re: How to locate contacts with previous To Do Activities?

Thank you Stan.  I see it.  I truly appreciate your help.

 

Dave R

Bronze Elite Contributor
Posts: 1,410
Country: United_Kingdom

Re: How to locate contacts with previous To Do Activities?

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.

Copper Contributor
Posts: 36
Country: USA

Re: How to locate contacts with previous To Do Activities?

Thank you Chip.  I didn't know about the rollover option.  I will check that out.

 

Thank you all for your help.