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Query, Contacts with no future activity

Tuned Listener
Posts: 10
Country: United States

Query, Contacts with no future activity

Does anyone know how to create a query for all contacts that have NO future meetings scheduled?

 

Thank you for your thoughts, i have run into a road block.

 

Scott

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Query, Contacts with no future activity

I don't think there is a simple way.

 

You could lookup (via the Task List) all the contacts that had activities (or a specific type of activity like a meeting).

Then use an empty field and add a flag to the records you have looked up with Edit | Replace

Then lookup all the fields that didn't have the flag in that field.

New Member
Posts: 4
Country: United_Kingdom

Re: Query, Contacts with no future activity

Hi I need to do this report but i do not understand what you mean:

 

Then use an empty field and add a flag to the records you have looked up with Edit | Replace

Then lookup all the fields that didn't have the flag in that field.

 

Please can you explain further?

 

Thanks

Lucy

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Query, Contacts with no future activity

Have an empty field... after you do the lookup, use Edit | Replace to put something in the field
Tuned Listener
Posts: 10
Country: United States

Re: Query, Contacts with no future activity

Mike's Idea works, but it is a bit labor intensive.

I found a developer that would create a report for ACT 2011, however he wanted $3000 to do it.

It is very supprising that ACT can not query the SQL database for 'empty' in the "Next activity" field. (Marketing Results tab)

You can go one by one in the Marketing Results tab, but again, very labor intensive. 

 

I think they are almost there!! 

 

Scott

 

Specializing in Small Business IT Consulting

 

Scott Hackbarth

Owner

c. 612.310.7355

e. scott@1080it.com

w. 1080it.com

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Query, Contacts with no future activity

Thsi is ACT! 6 and the database is codebase, not SQL. The current version of the ACT! program has very good lookups for contact activity or inactivity.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 4
Country: United_Kingdom

Re: Query, Contacts with no future activity

Hi guys thank you for your help with this, i did the following:

 

Identified a field we do not use ie. Spouse

Task List for All users and All Dates

Create Lookup

Edit Mode, Edit/replace

Replace Spouse with 'Activity booked'

Customised columsn to show 'Spouse'

Exported to Excel and filtered by 'Spouse'

 

This showed me all my contacts without activites booked

 

Thanks again

Lucy

 

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Query, Contacts with no future activity

BTW (for future info) ... no need to just find a field you weren't using, you can create new fields and format them for the specific purpose
New Member
Posts: 4
Country: United_Kingdom

Re: Query, Contacts with no future activity

Hi

 

Thanks for this i will try this now

 

Thanks

Lucy

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Query, Contacts with no future activity