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

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5 comments
  • Hi John,

    Instead of "Not Equal to" can you try "Does not Contain" and see if it'll remove the records not needed?

     

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  • Thank You, that worked!!!

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  • 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!

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  • 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.

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  • 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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