header image

Finding activities with unresolved email addresses

Posted by: pgernburd | September 28, 2009 | No Comment |

Some CRM users like to make sure all activities in their CRM have a valid, and matching CRM record.

Using advanced find functionality, you can generate a list of email and appointment activities that have unresolved recipient addresses in the activity party (in either the FROM, TO, CC).  You can specify any activity type, but Appointments and Emails are ones we deal with often.

image

Look For: Activities

Activity Type ‘Equals’ Email; Appointment

Related Activity Parties (Activity)

Party ‘Does Not Contain Data’

under: Issues and Solutions

Leave a response -

Your response:

Spam Protection by WP-SpamFree

Categories