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Next Activity - How can I filter or sort my contacts

Skilled Commentator
Posts: 71
Country: United Kingdom

Next Activity - How can I filter or sort my contacts

Hi,

Using FIlters/Groups or other means, I would be delighted if I could

 

1) Filter my contacts - so that I only see contacts that I have

 

a) No Activities OR an activity with in the next (say) 90 days

 

OR better put - exclude all contacts that have scheduled tasks  > 90 days away

 

There seems to be no way to expose the next activity date for use with either field calculations or other.

 

 

There are some cumbersome manual processes I could use (ie go to tasks, sort, great groups from the sorts etc etc) but that would not be dynamic.

 

The need is basically to remove contacts from view - If for instance they have a 'follow me up' in 12 months activity.

ie to only show those individuals that have near term task associated with them