Include Last Touch in Advanced Search / Report Builder

 

In BigContacts, each time you Schedule a Meeting or Assign a Task, this is called an Activity. Once an Activity takes place, BigContacts records the most recent Activity as " Last Touch." In the Advanced Search feature, you can now include the Last Touch field in your reporting. 

**Last Touch can be seen on both the Contacts List View and Individual View.

 

First, select the Reports tab from the left menu to access the Advanced Search builder

 

Next, scroll down to reveal the Last Touch option on the bottom left

 

To learn more about our Advanced Search / Report Builder, please click here.

https://support.bigcontacts.com/article/685-advanced-search-report-builder

 

© 2005 - 2024 ProProfs
-
add chat to your website