Filter Contacts by Next Contact Date

Use the Next Contact date filter to show applicable contacts within a specific timeframe. 

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 Customer list, if necessary, expand the filter slide out.
2. From the Next Contact field, select Between.
3. Enter a range within the two date fields, then click the X to apply it.
4. 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).
5. From the print preview form, click  to print, or click to export and save as another file type such as PDF.
6. When finished, to clear any filters that may be set, from the toolbar, click Clear Filters.

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Additional Information:

• Create a Contact Log Entry & Record Time Spent
• Create a Log Entry for Multiple Contacts
• Contact List Filters & Column Sort
• Create, Import, or Filter a View to use with the List Builder