Dates Tab


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 the specified date range; works in conjunction with checkboxes below it to filter by specific occasion types

Date Entered

Include customers who were added during a specified date range

Date Modified

Include customers who records were last modified during a specified date range

Pop-Up Starts

Include customers whose records have a pop-up that starts in this date range

Pop-Up Ends

Include customers whose records have a pop-up that ends in this date range

Pop-Up Completed

Include customers who records have a pop-up that was marked done in this date range

 

Updated on Thu, 11 Jan 2024 by Angela Chiaravalle

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