ACT! Related

FIND CONTACTS WITHOUT ACTIVITIES

How often have you forgotten to touch base with a customer or prospect? This utility will create a lookup of contacts that do not have any activities scheduled.

Click here to download

Close ACT.  Save the file to your hard drive. Unzip the file and save it in  C:\Program Files\ACT\Act for Windows\Plugins

Open ACT. You should see a new menu at the top called Admin Tools
Create a lookup. Then click on the menu Admin Tools -  Get Contacts without Activities. The lookup will narrow down to the ones without activities.

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Kathleen Fernan
ACT! Certified Advisor
QuickBooks Adv Certified
Monrovia Office
(626) 358-1112
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QuickBooks Adv Certified
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