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With the functionality being so large, we have broken it down into more manageable chunks to help you generate the most popular lists that you'll need.
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How to pull a list of |
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applicants, vendors, or landlords by registration, review, or last contacted date |
Go to CRM > Contacts
Click the Advanced button
Hit Search
Click the blue Change View button (previewed below) and select the History view
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This will display all of your contacts showing the registered date, review date, or last contacted date. You can click the column header to filter by any of these columns by newest or oldest
If you require to drill down further, you can use the other advanced filter options such as Office or Owner to only view contacts belonging to a specific branch or agent
Hints & Tips
Save your report for fast future use
If this is a report you need to access regularly, you can click the Save button which appears just above the search results. When clicked, you can give your report a name eg “vendor report” This report will then be accessible if you click the heart icon in the blue box in the top right of the tab to access it quickly in future without changing every filter each time
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