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Create dynamic group with date creation record

New Member
Posts: 2
Country: Netherlands

Create dynamic group with date creation record

Hello,

 

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? Smiley Frustrated

Nickel Contributor
Posts: 231
Country: Canada

Re: Create dynamic group with date creation record

[ Edited ]

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.

Gilles Cavin
http://www.exponenciel.com
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New Member
Posts: 2
Country: Netherlands

Re: Create dynamic group with date creation record

Hi Gilles, Thank you for your reply.

 

I used the tips you gave me. Thnx!!!