Filter by Best time to call to display contacts based on the Best Time value set in their profile, such as Anytime, Morning, Afternoon, 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.
- From the Customer or Unit List, if necessary, expand the filter slide out.
- From the Best time to call drop-down, select from Anytime, Morning, Afternoon, or Evening (set to All by default).
- 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.
Additional Information:
- The Address List can also be filtered for Best Time to call/contact by adding the Best Time 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
