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Ascendix Search Update: Search Salesforce Records by Related Activities
July 29, 2021
3 min
Ascendix Search Update 22 is available! Now we support search by tasks, events, and phone calls. Create lists of leads you called the last week or see all contacts with tasks to be completed for the next month. All is done with a few clicks.
Watch the video to see the improvements in action:
In this Update:
- Search for Records by Related Activities
- Admin Dialog – New Welcome Tab
#1 Search for Records by Related Activities
Now you can find records that have matching tasks, phone calls, or events. There are plenty of use cases when it can be useful for you.
For example:
Case #1 Find all leads I called in the last 7 days / last year /last 2 weeks or any other related dates.
To accomplish this, add Tasks section and then add Due Date Only. Add more criteria if you wish.
Learn how Ascendix Search improves Salesforce related date filters.
Add additional criteria to see those who never got back to you, use our mass actions to schedule new tasks, events or add notes in bulk. Export this list to Excel to send a quick report via email. If you are a manager, you can assign/re-assign contacts, leads based on their activities history. No more missed leads!
Ascendix Search for Salesforce: Searching for Inquiries (Leads) you called in the last 7 days
Case #2 See all contacts with tasks to be completed in the future.
By default, you can’t see tasks overdue for more than 30 days in Salesforce. It is made this way to help you keep focused on the current tasks and to speed up the load time of the My Tasks view.
However, there are cases when you want to access this data. E.g., you want to analyze how many tasks have been already planned for the coming months and how much spare time will be available. Or something has changed in your team structure and some of the tasks should be re-allocated to another team member.
Ascendix Search lets you create lists of any records with related tasks and use our advanced filters to get the lists you need!
Case #3 Brokers, find all contacts who have had a property tour appointment in the last 30 days.
To accomplish this, you should have an event Category ‘Tour’. Set the correct category each time you create a new event and you’ll be able to get lists of contacts you took on a property tour.
Ascendix Search for Salesforce: Getting a list of contacts who had a property tour appointment in the last 30 days
Update your Ascendix Search and try this new search right now! Let us know how you use it.
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#2 Admin Dialog – New Welcome Tab
We added a new tab to the admin console to give you faster access to our help docs and support team.
Ascendix Search Admin Dialogue
That’s it for today. Happy Searching and Happy Holidays!
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Ascendix Team
We are a team of CRM consultants, developers, data analysts from the United States and Ukraine. Since 1996, we've been helping companies make the most out of CRM software and improve their software systems.
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