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Creating Lookup from history

Copper Contributor
Posts: 12
Country: USA

Creating Lookup from history

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.

 

Thanks~

 

~P

Premium Cloud V 22.0.205.0 Update 2

Running Desktop version with synchronized DB

Silver Super Contributor
Posts: 2,201
Country: United_Kingdom

Re: Creating Lookup from history

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.

Copper Contributor
Posts: 12
Country: USA

Re: Creating Lookup from history

Sorry for the late reply, that did the trick!

 

Thanks!

 

~P