01-06-2020 01:24 PM
Is there a way to create a lookup by the date of the last entry in History? I want to create a list of contacts that have entries past a specific date, basically eliminating those who haven't been contacted after that date.
Premium Cloud V 126.96.36.199 Update 2
Running Desktop version with synchronized DB
01-07-2020 03:07 AM
You might find it easier to use the Edit Date as a lookup in the contact screen and then use Older Than (Days)
It will also bring up records just edited but that is normally after some interaction with the customer so would expect this will meet your need in most cases.