09-23-2015 09:05 AM
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.
09-24-2015 01:08 AM
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?
09-24-2015 03:19 AM - edited 09-24-2015 03:40 AM
That is one of the only lookups not currently possible with the features in Act!
A manual workaround would be:
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.