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Apprentice |
I'm attempting to call up contacts based upon pending appointments and activities. I created 2 separate smartlists in Contacts with the criteria of Appointments:
- Appointment End Date is "before tomorrow" - Appointment Status "is not" "Completed" Criteria for Tasks: - Task Status "is not" "Done" - Task Due Date is "before tomorrow" Both return completed/done tasks and appointments Not sure what's wrong or how to fix. On a related note can these be combined so I get a single grouping of contacts consisting of contacts that have either pending tasks or pending appointments? |
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