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How do I create a lookup of all new contacts created within last month?

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Astute Commentator
Posts: 12
Country: Australia
Accepted Solution

How do I create a lookup of all new contacts created within last month?

Hi all, 

 

I need to prepare a look up of all new contacts created within a certain time frame and I am struggling to find a way to do it. 

 

 

Hopefully someone can help. 

 

Thank you in advance

 

Felicity Hernandez


Accepted Solutions
Solution
Accepted by topic author Precision-Felicity
‎11-15-2015 04:47 PM
Silver Super Contributor
Posts: 2,328
Country: USA

Re: How do I create a lookup of all new contacts created within last month?

Do a lookup on the Contact | Create Date field and specify on or after a specific date.

 

Stan


If you would like to get more out of ACT! you can find an ACT! Certified Consultant near you by going to:www.act.com/acc.
-------------------------------------------------------------------------------------
Stan Smith
ACT! Certified Consultant
ADS Programming Services, Inc.
(205) 222-1661
www.adsprogramming.com
www.actwebhosting.com
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All Replies
Solution
Accepted by topic author Precision-Felicity
‎11-15-2015 04:47 PM
Silver Super Contributor
Posts: 2,328
Country: USA

Re: How do I create a lookup of all new contacts created within last month?

Do a lookup on the Contact | Create Date field and specify on or after a specific date.

 

Stan


If you would like to get more out of ACT! you can find an ACT! Certified Consultant near you by going to:www.act.com/acc.
-------------------------------------------------------------------------------------
Stan Smith
ACT! Certified Consultant
ADS Programming Services, Inc.
(205) 222-1661
www.adsprogramming.com
www.actwebhosting.com
Click Here to Purchase Act!
Astute Commentator
Posts: 12
Country: Australia

Re: How do I create a lookup of all new contacts created within last month?

Perfect - thanks - worked a treat
Bronze Elite Contributor
Posts: 2,548
Country: New_Zealand

Re: How do I create a lookup of all new contacts created within last month?

Small point to be aware of, if setting a date range the lookup is based on UTC with no correction for time zone. So for Australia/NZ, for instance you may not see contacts that you created today.. as your today hasn't arrived yet . :-)  Best go for the date from option.   

Graeme Leo
Xact Software - consultants and developers
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