Find contacts by appointments

Max Classic
1

Hi there,
Is it possible to find contacts by appointments? For example:

  • find all contacts that have appointment between dates
  • find all contacts that have some canceled appointment
  • find contacts by Appointments’ Action Type
2

Try using the Task/Notes report under the Admin section. It allows you to pull these types of items.

3

Thanks Jeff, this partially solved my issue because I need to first convert appts to tasks.