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Question on cleanup

CRP
New Member
Posts: 1
Country: USA

Question on cleanup

Our company is looking for an easy way to get rid of old contacts. We have over 6000 contacts, with 2000+ being added over ten years ago. We were looking for an easy way to find contacts that we have not been in contact with for a long period of time. We usually keep good records on notes, so it would be exellent to create a look up based on last 'noted,' if you will.

 

We've tried the Edit Date lookup, but that does not go into notes.

 

Any other ideas would be absolutely fantastic. We're absolutely willing to do the grunt work, but obviously we'll try anything to size it down as much as we can.

 

Thank you,

Jason W.

CRP IT

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Question on cleanup

You can look up contacts that have not been edited in particular areas (i.e., Notes, History, Activities) prior to a particular date, by going to Lookup > Contact Activity.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.