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Is this query possible?

New Member
Posts: 3
Country: United States

Is this query possible?

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 Smiley Happy

Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Is this query possible?

Lookup the edit date.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: United States

Re: Is this query possible?

Thanks.  I tried that but many other fields are edited, so simply looking up the edit date results all records that have been edited.  Not just those whose address was edited...
Bronze Elite Contributor
Posts: 1,427
Country: United_Kingdom

Re: Is this query possible?

Hi

 

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.

 

Chip