No contact report
No Contact Report - The report pulls from Activities. Can it be all inclusive to include workflows and E-mail history? There are plenty of e-mail touches that do not require an Activity to be created.
Kelly
shared this idea
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Jennifer
commented
Absolutely agree that email should count as an activity for this report
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Karen LIng
commented
Kelly is right, there are many times when an FA will have an entire discussion with a client via email that does not appear on the calendar since it doesn't generate any "activity" to be assigned; if the goal is to monitor whether a client has had a "touch" by the FA in a given period of time, then email should surely be recorded without having to create a note or activity by copying the email transcript into the client's contact record. If we're creating an audit trail with emails, then should there not be a way to include those as "contact" with a client? As the report is currently set up I have clients showing no contact in a year, when actually there has been a running conversation between FA and client. The extra step of going into each "no-contact" record to verity is very inefficient and time consuming. Thanks.