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Records - Can you differentiate between having history & no History

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PJ
Copper Contributor
Posts: 26
Country: United Kingdom
Accepted Solution

Records - Can you differentiate between having history & no History

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 ?

 

Cheers

Penny

 


Accepted Solutions
Solution
Accepted by topic author PJ
‎09-25-2015 03:20 AM
PJ
Copper Contributor
Posts: 26
Country: United Kingdom

Re: Records - Can you differentiate between having history & no History

Thank you David !

Spot on.

 

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Moderator
Posts: 4,395
Country: USA

Re: Records - Can you differentiate between having history & no History

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.

 

Solution
Accepted by topic author PJ
‎09-25-2015 03:20 AM
PJ
Copper Contributor
Posts: 26
Country: United Kingdom

Re: Records - Can you differentiate between having history & no History

Thank you David !

Spot on.