Sort Contacts by Date Added

Good Morning Everyone,


I'm not quite proficient in creating custom filter list. How would I go about creating a custom filter list, so I can list everything by date added since the beginning of time?

 

Thanks very much for your help!

 

Jason Cortez

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13 comments
  • Hi Jason,

    The Advanced Reporting feature will allow you to view Contacts by Date Created. 

    Here are instructions on configuring your report:

    1. Go to Reports
    2. Click Advanced Reporting
    3. Click Contact Reports
    4. Click Contact Report
    5. Click the Date Created header to sort by Date

     

    *See this link for Filtering Records By Date. 

    Let us know if you have any questions.

    Thank you,

    Micah Feldkamp

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  • Hi Jason!

    You can choose to create a Custom Filter > Created Date > Equal to > select your date such as 01/01/2010.

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  • Good Morning Micah,

     

    Thanks for your response! This is ALMOST exactly what I was looking for.

    I was hoping to do it directly from the contacts screen.... But this works as well.

    Thank you very much for taking the time to help me with finding a solution for my issue.

     

    Have a GREAT Friday!!!!

     

    Jason D. Cortez

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  • Hi Micah.

    Can I sort my leads by date added?! I'm not seeing this option right now, and if this isn't possible.... :(

    Seems kind of silly to have all those advanced filtering options but not to be able to sort them by date added?

     

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  • Thank you, Nora!

    Hope that helps Yovi :)

    Micah

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  • Hi everyone,

    I agree with Jason, it would be very handy to have that sorting possibility in the contact screen, and should not be hard to do programming wise. Thanks for the report anyway.

    Rodrigo

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  • I agree with with others that I'm missing the ability to sort by date added when browsing contacts. Being to make a report about it is not helpful, really.

    In the meantime, where can I find this info in a given contact, org., or lead? That is, I need to see Date Added (and ideally, Date Modified).

    ??

    thx

    AM

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  • Thank you, Nora D!

    You rock!!!!! I really appreciate the help.

    Have a great day!

     

    Jason Cortez

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  • Sorry, I worded it wrong. I should of proof read my message before hitting send this morning.

    I would like to create a filter so I can view the "newest added" contacts first. The pre-existing filters only allow you to search the last 24 hours or seven days.

     

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  • Even when you choose the 24 hour or the 7 day filter, it lumps them all together and doesn't necessarily display them as the "most recent added".

     

    I hope this all makes sense.

     

    Thanks again.

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  • Hi Jason,

    You are welcome. We are always happy to help!

    Micah Feldkamp

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  • Hi Yovi,

    Your Leads will automatically appear by date added from most recent Leads to oldest; however you can create the same report for Leads that Micah suggests above for Contacts. You would need to select Date Created.

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  • Hi Anne-Marie,

    You can view the Contact Created date when you click on an individual Contact under Contact Details:

    The same will show up for all records.

     

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