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Is It Possible To Create A Lookup Of A Portion Of Task List?

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Bronze Super Contributor
Posts: 1,598
Country: USA
Accepted Solution

Is It Possible To Create A Lookup Of A Portion Of Task List?

A customer has over a hundred calls in his task list, but does not want to delete any.

 

Is it possible to select a group of say 25 scheduled calls and create a lookup of just those 25?

 

I was thinking of either changing the priority for the subset.  In that case, is it possible to change the priority on the selected 25 at one time?

John Purdy
ACT! Premium V. 22.0.205.0 Update 3
HP ENVY 17m, 16GB, & Office 365, 32bit, 500GB SSD.
ACT CRM Advisor

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Accepted by topic author jnpurdy
a week ago
Nickel Elite Contributor
Posts: 512
Country: Germany

Re: Is It Possible To Create A Lookup Of A Portion Of Task List?

[ Edited ]

Maybe this will help to do the trick:
Set up a "Dummy User" in the database
Then use the "Activity reassigner" from Keystroke and assign selected calls from the task list to this dummy user.
Filter the task list by users.

Create a lookup for that specific user

 

Free-on from here:
http://keystroke.ca/files/util/ActivityReassignerInstaller.exe

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

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Solution
Accepted by topic author jnpurdy
a week ago
Nickel Elite Contributor
Posts: 512
Country: Germany

Re: Is It Possible To Create A Lookup Of A Portion Of Task List?

[ Edited ]

Maybe this will help to do the trick:
Set up a "Dummy User" in the database
Then use the "Activity reassigner" from Keystroke and assign selected calls from the task list to this dummy user.
Filter the task list by users.

Create a lookup for that specific user

 

Free-on from here:
http://keystroke.ca/files/util/ActivityReassignerInstaller.exe

Andreas Schlesselmann
Melville-Schellmann GbR
Germany
www.melville-schellmann.de
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Tuned Listener
Posts: 9
Country: United States

Re: Is It Possible To Create A Lookup Of A Portion Of Task List?

My solution for this is to simply select the records from the list that they want.  Use the TAG mode or the Ctrl key to select more than 1 random record or use the sift key to select several records in a row.

 

Then right click and select GO TO RECORD and it will create a look-up of just those records.

Good Luck!

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Bronze Super Contributor
Posts: 1,598
Country: USA

Re: Is It Possible To Create A Lookup Of A Portion Of Task List?

Well, yes.  I was working so hard to find a complicated solution.

 

This should also be considered the solution.

 

Thanks ctrlAltD

John Purdy
ACT! Premium V. 22.0.205.0 Update 3
HP ENVY 17m, 16GB, & Office 365, 32bit, 500GB SSD.
ACT CRM Advisor