I want to search my personal tagged contacts for any contacts that do not have a task assigned to it. How would I accomplish this? Thx in advance
Have you tried this Admin/Task Note report?
You may need to use this to find the ones with a task, apply a tag to id them as"has a task" then use the regular contact search to find your contacts that don’t have the “has a task” tag. If you use campaigns to set up the tasks, you can add a step to apply the “has a task” tag to help keep your list up to date.
Thanks Nora for the response. I was able to search the tag “Prospect” and I
have accomplished what I wanted to do. Thanks so much.
Terence Bloom Mr.
Channel Sales Manager | Wildix PBX | VoIP Solutions | Unified Communications | WebRTC
Click here to contact me https://kite.wildix.com/221100000020/377