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Look-up contacts that DO NOT have activities.

Tuned Listener
Posts: 49
Country: United States

Look-up contacts that DO NOT have activities.

How do i creat a lookup of contacts theat do NOT have an activity scheduled?

 

Thanks!

 

-Ian

Nickel Elite Contributor
Posts: 508
Country: USA

Re: Look-up contacts that DO NOT have activities.

Exponenciel has a free AddOn that looks for no call, which may not be exactly what you want.  I have written another addon that changes all activities to calls so this addon works for the entire database.  This was for a specific client, but if you think you might want it, the Exponenciel addon is at:

 

http://www.exponenciel.com/actaddons/actaddon.aspx?ID=87

 

Contact me for mine...

Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com
Silver Elite Contributor
Posts: 3,353
Country: United_Kingdom

Re: Look-up contacts that DO NOT have activities.

1. Task List. Select all tasks. Rt click and Create a lookup. So now we have a list of all the contacts that DO have tasks scheduled.

2. Flag them by putting something, e.g. "Task" in a spare field, e.g  User 10. You can do this in one go by using Edit > Replace Field the Replace the contects of: User 10 with Task. (Do a backup first!!!)

3. Create a Group called No Tasks.

4.Add and Remove Contacts > Edit Criteria > User 10....Does Not Contain...Task

 

You now have a group of all the contacts that do not contain tasks. If you want to work with these contacts in regular Contact View, right click in the Group Name in the tree view then Create a Lookup.

 

Hope that helps.

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk