05-15-2014 07:34 AM
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