06-12-2014 04:46 PM
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?
06-17-2014 12:28 PM
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.