Task/Event Filtering

🖌 UX (User Experience)
#1

With the current, out the box set up It is not immedietly evident which leads on the CRM have events/tasks etc associated with them

I have tried messing around with sql queries but no joy

Is there a way to display leads/acounts etc which do not currently have an open task or event set up against them

Working with a large number of leads it is easy to miss one which can then get lost amoung the crowd.
It would be great if there was a way to determine which leads have no open tasks set but because task and leads are from 2 different modules, the queries to filter dont seem to work

#2

Right now (so, in 2021.3) the best way to report on data from related modules is to store the data needed in a field in the lead and/or account modules. For example, a “has_events” field that can be set to true or false. And then, use a simple workflow to update the value whenever you add or delete an event. Hope this helps.