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Filter Tasks by State

Copper Contributor
Posts: 40
Country: USA

Filter Tasks by State

Hi,
We use ACT 2008 and I'm wondering if there's a way to filter my tasks by state?

 

I'm on the east coast and don't want to call someone who's on the west coast at 9 am so it would be very helpful if there were a way to sort by state.

 

Unfortunately, the available columns don't include State.

 

Any ideas?

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Filter Tasks by State

The best choice would be by phone number.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Silver Contributor
Posts: 1,813
Country: USA

Re: Filter Tasks by State

Go to your task list, right click and create lookup.

 

THis makes a contact list of all your contacts that have tasks for the current day.

 

Sort this list by state.

 

Go to the contact view and go record by record this will give you the contacts with activities in the order you need.

 

Not exactly what you asked, but hopefully an easy work around.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Copper Elite Contributor
Posts: 514
Country: USA

Re: Filter Tasks by State

You can also do this with add-on products.  I believe task list plus will do it.  You could also use Topline Dash to accomplish this.

Mark Hammer
ACT! Fanatic
Bronze Contributor
Posts: 1,394
Country: USA

Re: Filter Tasks by State

Hey Jon, that is exactly what I was looking for this morning.  My boss asked me to send a list of the companies I plan on calling int he next 7 days.  I could get the list under F7, but I couldn't export it.  I thought I looked for a creat a lookup, but I must have just jumped over it.  Many thanks.

John Purdy
ACT! Premium 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit