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Neglected Companies

New Member
Posts: 2
Country: USA

Neglected Companies

Hi All,
 
I'm switching from M$ BCM to ACT! and one thing I cannot find is something like the "Neglected Accounts" report: basically, it is a report that lists the companies and the last day they were visited grouped by how long it has been since there was activity on the account. Is there something similar in ACT?
 
Thanks,
Nimrod
 
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Neglected Companies

New Member
Posts: 2
Country: USA

Re: Neglected Companies

Thank you for your reply, but I really need this report at the company level not at the contact level. I have 4-5 contacts per company that I work with and I need to know the last time I visited the company in order to schedule my next visit. Can ACT! do this?
Thanks,
Ryan
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Neglected Companies

It's not as complete, but try:
 
Lookup | Companies | Other - change the field to Edit Date
 
You might post a request for Lookup | Activity in Companies to be considered for a future version here - http://www.act.com/community/feature

Input from this web page goes directly into a database that management has direct access to read, and which they also track and gather statistics on.