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Which activities does "Last Activity Date" include in Reports?
Which activities does "Last Activity Date" include in Reports?
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Written by Team Wealthbox
Updated over a week ago

When running a report, the "Last Activity Date" filter includes status updates, events, tasks, dropbox email, mail merges and phone calls. Below is a screenshot of the sample report entitled, "Clients with no activity in the last 30 days":

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