Filter Contacts by Next Contact Date

Follow the steps below to filter and show contacts that have a Next Contact date within a specific timeframe. 

Tip: To add or remove any additional profile fields from the Contact List, see Customize the Contact List before proceeding with the steps below.

1. From the contact list toolbar click, then select Filter.
2. From the Next Contact field, select Between.
3. Enter a range within the two date fields, then click .
4. The filtered contacts can be added to a custom list (see below) or to print, from the contact list toolbar, click and select Print (or see Print Labels).
5. From the print preview form, click to print, or click to export and save as another file type such as PDF.
6. When finished, to clear any filters that may be set, click , then select Clear Filter.

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Additional Information:

• Create a Custom List
• Create an Entry in the Contact Log
• Search, Sort, & Filter Contacts