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Filter Contacts by Best time to call

Filter by Best time to call to display contacts based on the Best Time value set in their profile, such as AnytimeMorningAfternoon, or Evening.

The Best Time option can be set on a contact profile, then use the filter to print a report, labels, or send an email. 

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 or Unit List, if necessary, expand the filter slide out.
  2. From the Best time to call drop-down, select from AnytimeMorningAfternoon, or Evening (set to All by default).
  3. The filtered contacts can be sent an emailadded to a custom list, or to print them, from the contact list toolbar, click the print button Print and select View (or see Print Labels to print in a label format).
  4. From the print preview form, click Print to print, or click Export 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 Clear Filters.

Quick Filter: Best Time


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