07-16-2008 03:58 PM
I am trying to build a group who we have not made contact within the last 30 days, without using an "on or before [date]" that way if I use # of days the lookup will be fast and I wont have to manually change the date every time.
thanks ahead of time for your help,
07-16-2008 04:55 PM
07-17-2008 07:36 AM
The Activity Report under "Lookup", "Contact Activity" gives you the same results pretty fast when you select the "Not Changed" radio button, and only requires you to set a "from date".
I just completed a report that provided the exact information you're trying to retirve on a rolling basis with a dynamic group, and it took me between 3-5 seconds, plus it allowed me more flexibility in deselecting certain types of contact.
It is not immediately apparent to me how to create the rolling dynamic group you seek, but I guess my point is you'll probably spend a lot of time trying to save the 3-5 seconds it takes to run a Contact Activity Report.
07-17-2008 07:51 AM
07-17-2008 08:22 AM
07-17-2008 12:08 PM
It's funny you report that, because I seldom find myself writing that it "cannot be done".
As my old ACT instructor kept reminding us, "there is no perfect software that is everything to everyone".
Act! is what it is. I am very aware of it's limitations, but I am nevertheless able to sell and support it to a lot of businesses that seem to love it.
Who knows, maybe ACT! 2009 will briefly be perfect, ... before it isn't.
07-18-2008 07:41 AM - edited 07-18-2008 07:44 AM
carlosb: please check your Private Messages
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.