07-13-2010 10:07 AM
I have ended up with many contacts in my database that I would like to archive or delete. These typically have no notes or history. Is there any type of lookup I can generate that would find contacts without any notes or history?
07-13-2010 10:38 AM
Check out Lookup | Contact activity.
07-13-2010 11:31 AM
Instructions to use the Contact Activity lookup are in KB Article 14312.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.