The Customer List can be filtered by Info Last Changed date to find contacts whose information was updated within a selected date range. This includes changes to contact details such as address, phone number, or email, as well as new contacts added during that timeframe. The filtered list can then be used for follow‑up, creating lists, sending emails, or printing 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.
- From the filter sidebar, under the Info Last Changed field, select Between.
- Enter a range within the two date fields, then click the X to apply it.
- The filtered contacts can be sent an email, added to a custom list, or to print them, from the contact list toolbar, click the print button
and select View (or see Print Labels to print in a label format).
- From the print preview form, click
to print, or click
to export and save as another file type such as PDF. - When finished, to clear any filters that may be set, from the toolbar, click
Clear Filters.
