Last Contacted Activity Reports

We have added a Reports section in the Contacts app, which displays the list of contacts or companies for which there has been no activity for more than a given period of time. This will be helpful particularly for sales people to know which clients they have to recontact in priority.

Activity comprises tasks, notes and events linked to a contact or company. To best capture the last contact activity, it’s recommended to use Automatic Call Logging to log a call to a contact as a Note, as well as email Bccing and forwarding to your Upvise Dropbox.

Options available are to list Contacts or Companies for which there has been no activity for more than a year, more than 6, 3 or 1 month(s). You can also filter the list by Group.

The functionality is available both on the web and on the phone, and requires an Enterprise licence.

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