06-12-2012 04:32 AM
Is there any way to create a contact field that will display the next scheduled activity (call, meeting, to-do, etc.) as well as the date and time so that I can look down my entire list of contacts in the list view and see at a glance who I've scheduled follow-up for and when? I know I could create a text field and update it manually each time I schedule a new activity, but that seems awfully tedious for something that should be so easy to automate.
Using Act 2012 Premium.
06-12-2012 06:38 AM
06-12-2012 06:42 AM
What I'm really trying to do is make sure that if I have 150 contacts, I also have 150 follow ups scheduled, or at least know exactly who is and is not on my upcoming calendar so that no prospects fall through the cracks and sit dormant. The tasks view is great for seeing what I have scheduled, but not so great at showing me what I HAVEN'T scheduled, and that's really what I want to know.
06-12-2012 08:11 AM
Check out Lookup | Contact Activity.
06-12-2012 11:13 AM
06-13-2012 01:42 PM
You might check out Topline Dashboard. The current version running on ACT! versions 2010 and later allow you to select to create a dashboard "report" that starts off with all contacts W/O a scheduled activity (or all with activitity for that matter) and then from there you can further filter to just get the "right" ones.
Dash has a fully functional trial, so you could check it out and see if it works for you. It will also let you easily export the resulting list(s) to Excel if you were so inclined.