Search records without open hotlist task
We have a client who maintains action plans on all client records. Mostly the end of the action plan prompts the user to make a new action plan but sometimes in the rush of work that step is missed and the client ends up with no open/future tasks. We could not find a way to search for all clients who have no incomplete tasks. We tried in the hotlist itself but the volume timed it out. We tried in the address book with an Interactions search but this does not discern between completed and incomplete. So, we need a new way to search to find these.
6
votes
Jon Arancio
shared this idea
-
Gerald Porath commented
I find it very important to identify contacts that have no future tasks scheduled/