Filter Contacts by Next Contact Date

The Customer List can be filtered by Next Contact date to focus on contacts scheduled for follow‑up within a selected date range. The filter limits results to contacts whose Next Contact date falls between the chosen dates, making it easier to work with upcoming follow‑ups, send messages, create lists, or print contact details.

Tip: To add (or remove) any profile fields from the contact list, see Add, Move, or Hide Columns on Contact Lists before proceeding with the steps below.

1. From the Next Contact field on the customer list, select Between.
2. Enter a range within the two date fields, then click the X to apply it.
3. The filtered contacts can be sent an email, added to a custom list, or to print them, from the contact list toolbar, click and select Print (or see Print Labels to print in a label format).
4. From the print preview form, click to print, or click to export and save as another file type such as PDF.
5. When finished, to clear any filters that may be set, from the toolbar, click Clear Filters.

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Additional Information:

• The Address and Unit List can also be filtered for Next Contact, by adding the column, then using the column header filter.
• Create a Contact Log Entry & Record Time Spent
• Create a Contact Log Entry for Multiple Contacts
• Contact List Filters & Column Sort
• Create, Import, or Filter a View to use with the List Builder