Create a Customer Saved Search to pull up the Total number of Activites and outgoing Messages

There are some scenarios wherein we want to keep track of all the Activites (Events, Tasks, Phone Calls) and Emails sent to Customers. Here are the steps on how we can pull up those information through a Customer Saved Search.

1.    Navigate to Lists > Search > Saved Searches > New.

2.    Click Customer.

3.    Enter a Search Title.

4.    In the Criteria tab, tick the Use Expressions checkbox

5.    Criteria tab > Standard subtab > use the following settings below: (Some columns that don't need to have any value are omitted from the table below.)

Parens	Filter	Description	Parens	And/Or
((	Activity: Activity Type	Is any of Event Task, Phone Call	)	Or
(	Messages: Type	Is Email		And
	Messages: Is incoming	Is false	))	And

 

6.    In the Results tab > Sort By field, select Activity: Internal ID from the dropdown list

7.    Use the following settings below: (Some columns that don't need to have any value are omitted from the table below.)

Field	Summary Type	Formula	Custom Label
Name	Group
Activity: Internal ID	Count		# of Activities
Formula (Numeric)	Count	CASE WHEN {messages.isincoming} = 'F' AND {messages.messagetype} = 'Email' AND {messages.author} = {salesrep} THEN {messages.internalid}  END	# of Messages
Formula (Numeric)	Maximum	COUNT( distinct {activity.internalid}) + COUNT( distinct CASE WHEN {messages.isincoming} = 'F' AND {messages.messagetype} = 'Email' AND {messages.author} = {salesrep} THEN {messages.internalid} END)	Total Activity Count (Activities + Messages sent)

 

8.    Click Save & Run.

The steps above will show the total number of Activites including Email Messages sent out by Sales Rep.