Last Meeting, Last Reach, Last Attempt Fields

austmel · ‎08-13-2013

Hi,

We are using ACT Premium 2013 and i have some advanced queries which run on the above mentioned fields. If i browse our contact records these fields are blank.

My issue is i am trying to use these fields to determine customers not seen in over 6 months and have set a group with a query on this field.

My understanding was that these field auto update with the dates based on users clearing calls, meetings etc.

Is this now an obsolete feature in 2013 or should it still work?

Can anyone clarify and provide more detail on these fields.

cheers,

Ben.

FILLSTAFF · ‎08-14-2013

All I can offer at moment is alternate ( Better ? ) solution.

I created Two New DATE fields and applied them to my layout.

"Last Contacted Date" and "Next Contact Date" and above that I use the ACT!! field called "Create Date"

You can do a lot with those two/three fields. You can do even more if you define the fields as Date/Time. FSB

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Last Meeting, Last Reach, Last Attempt Fields

Last Meeting, Last Reach, Last Attempt Fields

Re: Last Meeting, Last Reach, Last Attempt Fields