Filter Contacts by Best time to call

Filter contacts by the Best Time to call/contact set in their profile, then print as a report or 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 Anytime, Morning, Afternoon, or Evening (set to All by default).
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 List can also be filtered for Best Time to call/contact by adding the Best Time column, then using the column header filter. See Add, Move, or Hide Columns on Contact Lists to add.
• 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