Contact Report Filter not working properly
I am trying to create a contact report whereby I pull ALL Equal to "Filter #1"
except NOT those who have "Filter #2"
However I am still getting those Equal to Filter #2 in the report. Please see attached pic
Comments
Hi John,
Instead of "Not Equal to" can you try "Does not Contain" and see if it'll remove the records not needed?
Thank You, that worked!!!
Sorry to bother,,,, however I have looked ALL over the app and faq's and cannot find where to find emails that I forwarded to my insightly email address and have not been automatically linked to a contact. Unless I am missing something, just cant find that button or tab. THANKS!
Hi John, for emails go to Home, set Activity Type = emails and Filter by User = me. You will see all emails that you've forwarded to Insighlty. You can see at a glance contacts each one is linked to. They will all be linked to you at minimum.
I don't believe there is any report or filter you can use to identify only those not linked to anyone.
Cheers, Peter.
Hi John, you should also be able to go to the email tab to see emails that you've forwarded but aren't linked to a contact.
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