Every once in a while it happens to each of us. It's been a few days, and we know we entered that call that note into ACT!, but we just can't find it. Although they are are a few ways that data can actually be missing (synchronization with Outlook, user error, sync with third-party software, and a few very rare works in the system), usually is there but not where we thought it would be.
Here are some common examples:
- data was entered into the wrong database
- there are duplicate contacts in the database and the data was entered on to a different contact
- filters within notes and history
- inconsistent data entry (first name or last name not properly mapped)
However, if the data was entered into the database and you just having a hard time finding it, here is a little trick to retrace your steps and find your missing data.
- Within groups, make a new group called all contacts
- under the contacts tab choose the button for add remove contacts and set the criteria to dynamic
- within the dynamic group criteria, choose create date contain data (this will force all contacts in the database into your group)
- another trick is that set create date equal to last seven days to review only recently created contacts
- Once the group is created review the notes histories activities tabs within the group for your missing data.
Here is a short video that describes the process.
