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Advanced query that includes calendar activities?

New Member
Posts: 9
Country: USA

Advanced query that includes calendar activities?

I am trying to create a query that searches for contacts that meet certain criteria in different fields but also has no future activities scheduled.  I am familiar with how to formulate the query for the different fields, just not how to include if the contact has an activity scheduled.  Any help would be greatly appreciated.

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Advanced query that includes calendar activities?

You can't do a query like that.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 9
Country: USA

Re: Advanced query that includes calendar activities?

Thanks for the reply.

Bronze Super Contributor
Posts: 1,231
Country: USA

Re: Advanced query that includes calendar activities?

[ Edited ]

We have an add-on for ACT that can do the lookup you are seeking. Its called Impact Task List Plus. You can download the free 30 day trail at http://durkincomputing.com/Download.aspx

 

Once installed restart ACT go to the Task List view. Using the filter panels at the bottom create your desired tasks list lookup such as Date ranges, Types of activities and/or record managers ( Scheduled for)

Once you have your desired list right-click and select "Create Lookup Reversed"

 

This feature will give you a list of all contacts who do not have an activity based on your current tasks list.

Learn more...

 

Hope this helps

-- Jim Durkin

www.DurkinComputing.com