To bring up a list of contacts by latest transaction date follow the below instructions.
This can be useful if you want to see inactive contacts as per a certain date or active contacts as per a certain date.
Click on the Contacts link from the BusinessMind home page.
Click on the New SmartSet query link under view contacts.
Name the smart set for your needs.
Select any columns you want displayed.
If I wanted to find inactive clients as per a certain date I could run a search as per the below.
Select Latest Transaction Date, is before, select the date of your choosing
This will display all contacts that had a transaction date before the date you entered which are clients that have been inactive since that date.
Click Test Rules to display your results or Save Smart set to Save.
If I wanted to find active clients as per a certain date I could run a search as per the below.
Select Latest Transaction Date, is after, select the date of your choosing
This will display all contacts that had a transaction date after the date you entered which are clients that have been actiuve since that date.
Click Test Rules to display your results or Save Smart set to Save.