Dashboards & Reporting

DannyL
Member

Future Meetings Showing Up as Last Activity

SOLVE

Hi,
I run a report with my accounts and I sort by last activity to know who to reach out to first. However currently, any future meetings (that show up when I click on the individual account) don't register as last activity. Is there a way to make meetings show up as activity so if I schedule a meeting on the 1st of the month for the 15th, the last activity date would be the 15th?

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1 Accepted solution
Jnix284
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Future Meetings Showing Up as Last Activity

SOLVE

Hi @DannyL ,

 

Could you update your report to include "next activity date" = "unknown"?

 

This would remove any contacts who have an activity scheduled. You can refine to to a date range if you have long term activity planned and need to isolate it down to within the month.

 

Hope this helps!


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

View solution in original post

2 Replies 2
Jnix284
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Future Meetings Showing Up as Last Activity

SOLVE

Hi @DannyL ,

 

Could you update your report to include "next activity date" = "unknown"?

 

This would remove any contacts who have an activity scheduled. You can refine to to a date range if you have long term activity planned and need to isolate it down to within the month.

 

Hope this helps!


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

DannyL
Member

Future Meetings Showing Up as Last Activity

SOLVE

Yea, that would work well, thank you!