How to search by the date a contact record is created

08/06/2019 10:34 pm MST


  1. Go to CRM > Contacts


  2. Click "New Search"


  3. Click the "Misc Criteria" tab


Pro-Tip: Date created is available through multiple reports. It's always listed under the Misc Criteria tab

  1. Scroll down search by the contact's date created by selecting:

    1.  Date Created - a specific date range


    2. Date Created Interval - date Intervals


    3. Date Created Custom Interval - custom intervals

      Example if you are looking for 60 days ago


      and/or -30 days after today


      Which will show you Contacts Created between 60 and 30 days ago

      Full search example

  2. Click on the "Columns" tab


  3. Select "Date Created" from "Available Fields" and move to "Custom Columns"


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