Can we make it easy to lookup negative relationships?
Contacts NOT is a Group
Contacts NOT in a Company
Contacts with NO Notes or History or Opportunities or Activities
Contacts NOT linked to an Accounts Package
Groups / Companies /Opportunities with NO contacts
Groups / Companies /Opportunities with NO Notes or History or Activities
Helps identify lost and forgotten entries in your database.
(And yes, I know there's the option to Lookup > Contact Activity already)
TopLine Dash has some of this capability today but I could see the value in having this native, especially across all the examples you mention above.
Impact Suite v5 has a 'Not Attached" popup menu option on ALL lists views such as; Contacts, Groups, Companies, Opportunities, Notes, Histories and custom tables.
From any list view right-click to access the 'not attached' option.
Hope this helps
-- Jim Durkin
i'd be happy for a lookup of all contacts linked to a group lookup or companies lookup or opps lookup
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