Search for customers based on a variety of date related criteria.
Fields and options on the Dates tab include:
| Occasion |
Include customers who have occasions within this date range; works in conjunction with the checkboxes below it to filter by specific occasion types |
| Date Entered |
Include customers that were entered in this date range |
| Date Modified |
Include customers whose customer record was last updated during this date range |
| Pop-Up Starts |
Include customers that have Pop-Up Notes with start dates in this date range |
| Pop-Up Ends |
Include customers that have Pop-Up Notes with end dates in this date range |
| Pop-Up Completed |
Include customers that have Pop-Up Notes that were completed (marked done) in this date range |