08-02-2010 11:54 AM
I pull up the list of all my contacts when I click "look up" "all contacts" I want to be able to see, from that list, which contacts have activities scheduled and which don't. Does anyone know how to do this? I am using ACT 2007 (v 9.0)
08-02-2010 11:58 AM
Not an option with the ACT! program. The list contact list view can only include information from the contact table. The activities are in a separate table.
08-03-2010 08:43 AM
O YES YOU CAN!
pull up look up by example and so forth , get your contact list.. and then heres what you have to do
click on the contact single view ...
Click the activities tab
and sift through each one with the arrow button WITH the activites tab open , therefore you can go through each one to see
if they have an activity scheduled.
See if that works . i do it all the time!
08-04-2010 11:19 AM - edited 08-04-2010 11:19 AM
Well, I am not sure that the previous suggestion is really what you were asking for, so here is another suggestion...
Call up the Task List view - set the filters based upon the kinds of Activities that you are interested in - you may be interested in anything scheduled for any user in the database or maybe not... In any case, set the Task list to show just the activities you are interested in seeing contacts for.
Once your filters for Activities are just right, highlight all of the activities in the list.
Right click, and choose 'Create Lookup'.
The resulting contact list is a list of all of the contacts that have activities scheduled (either filtered or not, depending upon what you did in the task list...).
08-04-2010 12:46 PM
Thank you for the replies. This is yet another reason I don't like ACT! This is such a simple yet critical part of a CRM and they are more worried about adding whistles and bells.
08-04-2010 02:14 PM
With all due respect, you're wrong. ACT! is a relational based database so that the contacts are in a different table from the activities and they have a one to many relationship. The various list views in the ACT! program a flat file views of data in a single table. Trying to do what you want would not be simple.
08-05-2010 06:11 AM
08-05-2010 08:21 AM
Its not complicated, it just wasn't put in from the start and would hard to put in now. You basically just need a dynamic query that filters Activities by contact. Then you display that query underneath the contact in question.
Heck even MS Access can do that.