Question

New Contacts

  • 31 August 2022
  • 3 replies
  • 10 views

Is there a way to find out the new contacts that are entered daily/weekly?


3 replies

Userlevel 6
Badge +5

Hi @mnorcott, thanks for posting! Yes, you can filter your contacts based on the date they were added. When you open up your filter options, you’ll see “Date Added” as an option. You can select Today, This Week, etc. or select a specific date range.

You can also save that filter if you think you’ll want to use it again.

Let me know if that helps!

Great, thanks for your help. How about which contacts a certain user has contacted?

Userlevel 6
Badge +5

@mnorcott we don’t specifically have a way to say show me everybody that Michelle has contacted. But, each contact is usually assigned to a specific user. This is usually the user who added that contact to the system. So you could add another filter criteria for “Owner by” to show all the contacts assigned to a specific user, and that were added in the last day/week/month/etc.

 

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