04-08-2008 07:03 AM
04-08-2008 09:07 AM
@njb123 wrote:We have roughly 5000 contacts in our databse. I would to do a lookup by contacts who do not have a follow up associated with them at this time. These would not need to be people that we have not contacted in a few weeks or months but some one that we might have neglected to add a follow up the last time we dealt with them.This would be a preventative measure to make sure that we find them befor etoo much time goes by.Any help would be greatly appreciate.Thanks!
04-09-2008 07:45 AM
04-09-2008 08:15 AM
04-09-2008 08:29 AM
01-26-2012 07:27 AM
I've followed the instruction to find contacts with a follow up scheduled, which has delivered a result of 15591 records which is from day one of using ACT.
Is there a way to narrow down the look up to ideally create date or at least those contacts who have a contact number on the record?
As when I try to carry out an advance look up it doesn't give me the option to narrow current look up only replace current lookup!
Thanks in advance
01-26-2012 03:57 PM - edited 01-26-2012 03:58 PM
You may want to look at out add-on for ACT called Impact Task List Plus (TLP). It is one of the modules in our Impact Suite for ACT!
It has a feature called "Create revered lookup" for just this purpose.
1) Download and install TLP, then restart ACT!
2) Go to the task list view and select all rows
3) Right-click on the list and select "Create Lookup Revered"
This feature will return a contact list in the contact list view with all the contacts not attached to the selected activities. Set your task list filter to "All calls in the future" then perform the reverse lookup.
Hope this helps
-- Jim Durkin
01-27-2012 08:03 AM
01-27-2012 08:23 AM