searchable by, or a report for customers that have not been contacted/visited in the last 90 days
I need to be able to filter my contacts by customers that I have not seen in the last 90 days. I could filter by last time notes were added or even better would be by my custom field: "last visited" in date form. Currently I can search a date range by my last visited filter, but I cannot exclude customers that were not visited in a certain date range. A good way to do this would be to add an exclude check box and then be able to filter any customer that was NOT visited between a certain date range.
Thanks for posting!
When we release our smart list feature for contacts, you’ll be able to filter the date range to match your selection. We expect this to be ready within the next two months.
Thanks, and best regards,
Greg Stewart commented
I would love to see the development of this feature include examples such as:
List of contacts not emailed for 30 days.
List of contacts not visited (appointment) in 45 days
I visit the same accounts every 30-45 days in person and I have a LOT to keep track of. Using filters to tell me who I haven't visited in person or at least emailed recently would be huge for me!!
Vinny Troia commented
I see this is started, but rather than sort by last contact date, why not have a column that shows the number of days since last contact? Much cleaner and easier to read without having to do math.