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Need help with data filtering

New Member
Posts: 1
Country: United States

Need help with data filtering

I have ACT! 2006, and what I'm looking to do is filter the contacts data by the renewal date of their insurance.  Since this is also my first time using ACT!, I'm not sure whether this data was added as a custom field, or whether it comes automatically on the contact data.  In either case, I need the contacts to be filtered by the month of this date.

 

Can anyone help?

 

Thanks,

Dave

Moderator
Posts: 4,395
Country: USA

Re: Need help with data filtering

If its a date or annual event field, you can lookup a date range.  Review the KB article below on different ways to do your lookup.

 

Advanced Lookup Features in ACT! 2006