11-06-2013 06:01 AM
Does anyone know of a way (inside act! or with an addon) to locate contacts that do NOT have a scheduled activity?
11-06-2013 08:22 AM
Have you tried Lookup Contact Activity?
11-06-2013 08:52 AM
Roy - As I understand this function, it locates records that were "Changed" or "Not Changed". I don't see how this would locate "contacts without a scheduled activity". Am I missing something?
11-06-2013 09:11 AM
You'd need to test but it finds contacts without history so I would expect it to find contact without an activity scheduled. Both are subordinate tables. The real unknown question would be would it look at the date the activity was created or the date it was scheduled for. If it's the latter it could be a problem. Still worth a try.
11-06-2013 11:35 AM
Impact Suite v5 has an feature to lookup/find all contacts NOT attached to entities such as; activities, opportunities, groups, companies and yes, custom tables.
1) Go to the list view
2) Select the desired rows ( or CTRL+A to select all rows)
3) Right-click to open the popup menu
4) Select LOOKUP -> LOOKUP NOT-ATTACHED
You will be presented with a list of all the contacts not attached in the contact list view.
Hope this helps
-- Jim Durkin