10-29-2018 09:36 AM - edited 10-30-2018 07:35 AM
Update: Just figured out that on the Activity tab, the "show cleared" option was not selected. When I selected this, the contacts now show cleared activities after the 9/14/2014 date.
During project to clean up old/unnecessary contacts, ran the Contact Activity Report.
The parameters included:
"look for contacts
Not Changed since 9/14/2014
Search in Notes, Opportunities and Activities"
This report was used to delete contacts. The issue is that we continue to see contacts that don't have anything in Notes/Opportunities/Activities tabs. In all cases, these contacts were created prior to 9/14/2014.
When looking at the Notes/Opportunities/Activities tab, the selection includes all Dates, All statuses and All users.
Why would these contacts not be selected when running the Contact Activity Report using these parameters above?
ACT version is
Act! Premium Version 18.104.22.168, Hot Fix 1 and running on shared database under Windows 7 Professional
10-30-2018 06:48 AM
If the contacts you're looking for have had no changes since 2014, then you can probably simplify your search. Just create a lookup based on the "edit date" field instead of using the contact activity report.
If you still do not get any results (or if they are less than you expect), then it's possible that those contacts HAVE been changed - possibly just access level changes to reassign to a different user or a field change (i.e. ID/Status changed to "inactive"). In that case, you can try changing your parameters on the Contact Activity report screen to select (1) Not Changed, (2) 9/14/2014, and (3) select ALL of the checkboxes including "histories" and make sure "all" is the option in the dropdown below Histories and Activities (if those are present).
I hope that helps.
10-30-2018 06:57 AM
Have you considered searching on the last edit date as this updates when almost anything is changed so will show all records with no activity etc before the search before date.
10-30-2018 10:35 AM
What would a contact need to have (or not have) in order for you to want to delete them? For instance:
not edited since xx/xx/xxxx
no activities (or calls/meetings/etc) since xx/xx/xxxx
no histories since xx/xx/xxxx
created before xx/xx/xxxx
10-31-2018 02:51 AM
The only way (I know) to do this is to run your query again but this time for everything that does contain notes, activity and opportunity history.
Now tag these records by filling in a field (or creating a new field, say tick box) and then running a new query on all records that does not have that field filled in. This is now a lookup of the records with no activity. You can view them and if you want delete them.
NB The tagging will update the last edit field so if you use this field to track record updating it may not be a suitable solution.