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How to find all contacts without a future task

New Member
Posts: 13
Country: United_Kingdom

How to find all contacts without a future task

Hi there,

 

Pretty much as the subject says, I'd like to find a way to show all contacts that do not have a future task set, please.

 

Our telesales team works predominantly from their task list, but if for some reason a follow-up task isn't set we risk losing sight of the contact for future calling.

 

Thanks for your time, hope you can help.

 

Many thanks,

 

Matthew.

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: How to find all contacts without a future task

Check Lookup | Contact Activity

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 13
Country: United_Kingdom

Re: How to find all contacts without a future task

Hi Roy,

 

Thank you for your assistance.

 

I've tried Contact Activity but can't seem to find a way to achieve my goal of finding contacts that do not have a future task set.

 

Perhaps I'm doing something wrong? Could I ask whether you could try and see whether you have success, please?

 

Many thanks,

 

Matthew.

Administrator
Posts: 4,024
Country: United_Kingdom

Re: How to find all contacts without a future task

[ Edited ]

Hi Matthew,
That is one of the only lookups not currently possible with the features in Act!

 

A manual workaround would be:

  1. Use the Task List to show all future tasks
  2. Create a lookup from them
  3. Select all and click Edit > Replace Field
  4. Enter some data into an unused custom field
  5. Create a lookup on that field to show all not containing the data entered

That would give you a list of your contacts without a fututre activity. To update the list, you would have to clear the data in that custom field from all contacts before re-running the same process above.

 

New Member
Posts: 13
Country: United_Kingdom

Re: How to find all contacts without a future task

Gary, thank you for clearing this one up for me. Phew! I can see how that will work. Thanks again, Matthew.