09-19-2012 03:51 PM
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.
09-19-2012 04:54 PM
You can't do a query like that.
09-19-2012 07:06 PM - edited 09-19-2012 07:08 PM
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.
Hope this helps
-- Jim Durkin