06-30-2009 02:52 AM
Request 1 ) I would like to sort my 7000 ish records, filter out those that do have a history.
Request 2 ) Then those remaining that don't have a history I would like to group into batches of 300 to enable successful mail merging.
Can this be done ?
07-01-2009 10:38 AM
You can do a look up on contact activity (Lookup > Contact Activity) using similar criteria below. You will want to change the date to something that is older than your database. This will create a lookup of all contacts that have not had any changes to history. After that you can add the contacts to your groups.