04-28-2014 02:37 AM
I am trying to create a dynamic group in ACT V2011.
I want to create a list of contacts which are created in the last, say 14 days. My first guess is to use the "last reach" field name but that does not give me the right list.
I saw another field name called "import date" and as operator I can use "within last days". When I fill out "value" with 14, I still don't get the list I need.
Who can shed some light on this mystery for me?
04-28-2014 05:57 AM - edited 04-28-2014 05:58 AM
By default, you should have a Recently Added Contacts group in your group list. You may want to simply edit it to match your need. If you deleted it, here is the criteria:
Contact - Create Date - Within Last [days] - 14
Last Reached is the date you last contacted the contact (based on closed activities).
Import Date is updated only if you import the contact.