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How to create a smart set for contacts by latest transaction date.
How to create a smart set for contacts by latest transaction date.

Describes how to create a smart set for contacts by latest transaction date in BusinessMind for Jewelers

Chris Minassian avatar
Written by Chris Minassian
Updated over a week ago

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.

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