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Report of contacts with no contact activity

Tuned Listener
Posts: 20
Country: USA

Report of contacts with no contact activity

Is there a way in an ACT Premium 2011 report to see the contacts we have not entered Notes on within the past year?  In the Print Preview window for a report, on the Note tab, there is a way filter for a certain timeframe but we can't figure out how to find contacts in the lookup who do NOT have notes within a certain timeframe.

 

Many thanks,

 

Melissa

Platinum Elite Contributor
Posts: 6,662
Country: USA

Re: Report of contacts with no contact activity

Not a report but checkout Lookup | Contact Activity.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Silver Contributor
Posts: 1,813
Country: USA

Re: Report of contacts with no contact activity

This is one of the best reasons to use HISTORY and not notes to enter activity with a contact.  Using a history (CTR+H) or History from the toolbar, will flag a last reach, or last call or last meeting date field withing ACT.  Then it's easy to look at people we have called or not called by doing a query against those fields.

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Jon Klubnik| ActTrainer.com
(866)710 4228

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