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ver 12, 2010 ACT can I look contact activity by user?

New Member
Posts: 1
Country: USA

ver 12, 2010 ACT can I look contact activity by user?

I am trying to check up on how many people each user is working with on a daily basis. I can see total contact activity for the day, but I am not sure how to break it out by individual users. Does anyone know how.sort the activity of each user in a day?

Bronze Contributor
Posts: 1,393
Country: USA

Re: ver 12, 2010 ACT can I look contact activity by user?

That would be an advanced lookup.

 

Lookup Record Manager = ~name of the ACT user ~

add to that

Lookup Edit Date = ~ range or a specific date ~

 

That should give it to you. 

 

If you haven't moved fields around, the Record Manager field is in the tab "Contact Info".  You can then just right click and enter the name.  Then click on advanced and add the date or date range.

 

Hope this helps.

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
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