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How to run a search for contacts created after a certain date.
How to run a search for contacts created after a certain date.

Describe how to bring up a list of contacts created after a certain date in BusinessMind for retail jewelers.

Chris Minassian avatar
Written by Chris Minassian
Updated over 4 years ago

To bring up a list of contacts created after a certain date follow the below instructions.

  • Click on the Contacts link from the BusinessMind home page.

  • You can create a smart set in either contacts or organizations by using the New SmartSet Query link.

  • Name your smart set and select the columns you require.

  • Set your search criteria to Time Created, is after, then choose your date

  • You can click Test Rules to display your results.  If you would like you can even save your smart set.

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