10-30-2009 12:43 PM
I have created a new activity type labelled "Call_2" and added a result for that activity type with the word "Declined" among others in the list.
Is it possible to create a query that can find all contact in my database that meet the following 3 critia:
1. In the history tab, in the 'Result' column = 'Declined'
2. The field labelled 'Category' = 'xyz'
3. The field labelled 'Source' = 'abc'
I know how to query to get a list or group that meets 2 and 3 above.
How can I generate a list or group of contacts that would meet all 3 of the above critieria?
10-30-2009 02:36 PM
That's a great question!
I think that the only way you could do this using Act! - and it would have to be 2010 - would be to create a custom data chart component that would allow you to access the results information.
I am not even sure that that is available via the OLE db v2 provider of Act! 2010.
There's also a (slight) possibility that using the Act! DevNet Data chart component you might also be able to create a custom component for a dash in act! 2008 (v10.2+) or 2009....
Unless I am overlooking something, not thinking could be done any other way.
Might be an addon that could help you get there too...
11-01-2009 09:17 AM