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2 Questions - changing category for a group of contacts and seeing date created

Tuned Listener
Posts: 42
Country: USA

2 Questions - changing category for a group of contacts and seeing date created

I have 2 questions:

 

  • I created a drop down box called follow category and I want to change a group of contacts.  For example, I have 50 contacts labeled as gold customer and I want to change them all to silver customer, is that possible?
  • My second question is -- is there a way to see the date a contact was created?  Is there a field to add?

Thank you,

d

Silver Contributor
Posts: 1,813
Country: USA

Re: 2 Questions - changing category for a group of contacts and seeing date created

Changing a group of contacts, do a lookup on hte contacts you'd like to change, then Edit, Replace.  (be careful and backup first, there is no undo for this if you goof)

 

Also, there is a field called Create date that is build into the database. I believe it's on the standard layout under Contact Access.

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