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Query Activities based on a Contact Field

New Member
Posts: 3
Country: USA

Query Activities based on a Contact Field

Is there a way to create a report or a query that would bring up the list of activities/tasks/to-dos based on information that is in a certain contact field?

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Query Activities based on a Contact Field

Hmmm...

 

Well, if a static report works for you, then the Activities report might fit the bill (or at least be a start).

 

Do a lookup on the contacts so you have a list that meets the criteria for the field you want.  Then from reports menu, select Activities and in the filter area, be sure to select "Current Lookup".  This will limit the included contacts to just the ones you looked up.

 

From the Activities Tab you can filter the dates and types of Activities to include.

 

As far a running this from a query, unless I am forgetting something obvious, I don't think you could do it directly.

 

You should be able to back into it from a group:

  1. Create a new group that is based on the value of the field that you are looking for (make it a dynamic group - this way it is always up to date).
  2. In the group screen, go over to the tab for the group's Activities.  Here is a list of all of the activities that are attached to the contacts in the group!

Cool!

New Member
Posts: 3
Country: USA

Re: Query Activities based on a Contact Field

Thanks! I'll try working with the groups and modify the settings for the Activities showing.
Bronze Super Contributor
Posts: 1,233
Country: USA

Re: Query Activities based on a Contact Field

[ Edited ]

We have developed an add-on for ACT! called Impact - Task List Module which allows you to sort, group or filter the task list by any value on the contact record among many other features.

 

Here is a screen shot of the activity  list grouped by the State.

http://durkincomputing.com/images/ScreenShots/DCIMTLP/Sort_by_ContactValue.png

 

Here is a screen shot of the activity list filtered by the State = "NJ"

http://durkincomputing.com/images/ScreenShots/DCIMTLP/Query_Filter.png

 

To get the list of features  or learn more about our Impact - Task List Module add-on click this link:

http://durkincomputing.com/ACT-Addons-TaskListPlus.aspx

 

Thanks

-- Jim Durkin

Durkin Computing