I have task lists. How can I find all contacts with no task assigned?
Best answer by Michelle from Copper
View originalI have task lists. How can I find all contacts with no task assigned?
Best answer by Michelle from Copper
View originalHi
Hi Michelle thanks for the reply and yes please suggest this as this should be a basic function of any CRM. Can you suggest a work around in the mean time? Periodically I discover important contacts who’ve somehow gone missing in Copper because there is no task. How might I best be able to find these? Also there is a glitch in Copper. If I assign a task, Copper usually assigns a time to the task for which the default is 9am. Periodically there is no default time assigned and therefore the task doesn’t show up. Again, these contacts go missing unless I specifically recall that I need to contact them.
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