01-20-2009 02:47 PM
Hello and thanks for taking time to read my post.
I have been an act user for over 5 years. We are on Act Premium for Web 2008.
Daily our reps are adding/editing information in their contact records. I am trying to, on a daily basis, isolate records whose address information has been added or revise so I can mail them a direct mail piece.
I have racked my brain and the knowledge base and boards for hours trying to determine if this is possible and how to accomplish. Any suggestions??
Thanks so much for your time
01-21-2009 12:04 AM
There is only 1 way I can think of to get this to work and does include an extra field.
Create a new field called address last updated, make it a date field, you could also make this record history.
Add to the layout and instruct users to click on this field after they update the address, it also tells users how up-to-date the address information is.
You can now look-up this field up or even create a dynamic group to do it for you.
Hope this helps.