Filter Contacts by Next Contact Date
FollowFollow 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.
- From the contact list toolbar click
, then select Filter.
- From the Next Contact field, select Between.
- Enter a range within the two date fields, then click
.
- 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).
- From the print preview form, click
to print, or click
to export and save as another file type such as PDF.
- When finished, to clear any filters that may be set, click
, then select Clear Filter.