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Finding the date that a record was added to a Group

New Member
Posts: 4
Country: USA

Finding the date that a record was added to a Group

We are a business brokerage and use Groups to track all the potential buyers who have made inquiries or had showings of our listings.  Every time there is an inquiry or a showing, someone adds that contact to the group for our listing.  I would like to be able to see when this contact was added to the group by date.  This would correspond to the time the inquiry or showing happened.  Is there a record of when a contact gets added to a group and can I run a query on that?  If not, the alternative is to introduce a field in the database.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Finding the date that a record was added to a Group

I'm not aware of a way to find the date ... especial with groups allowing dynamic membership that is calculated on the fly
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Finding the date that a record was added to a Group

By default there isn't a field that contains the date a contact was added to a Group.  If you want to use Dynamic Criteria and a drop-down field on the Contact Detail view - you can set the drop-down list to record to history each time it changes.  Your drop down choices would, of course, equate to your companies for easy reference.

 

 

Greg Martin
Sage