Summary
Learn how to find contacts whose matching criteria have not been updated since a specific date, ideal for keeping buyer/seller preferences current.
The Matching Criteria Created/Updated filter helps you identify contacts with outdated matching criteria so you can refresh their preferences and maintain accurate data.
To filter matching criteria:
- Go to: Contacts
- If filters are already applied, click Reset to clear them
- Click + Add Filter Item
- Under Select Filter, choose Criteria created/updated
- Under Select condition, select:
- is before (to find contacts not updated since a specific date)
- is after (to find contacts updated recently)
- Enter the date (e.g., 2025-01-01)
- (Optional) Add other filters, such as Category or Activity, to refine your results further
- Click Apply to view the filtered list
Tip: Combine 'Criteria created/updated is before [date]' with 'Last Recorded Contact > 12 months' to prioritize contacts needing both engagement and criteria updates.
Articles in this section
- Add a new contact
- Delete a contact’s residential address
- Export filter results for contacts and properties
- Filter contacts by email status
- Filter contacts by activity type and subfilters
- Filter contacts by last recorded contact date
- Filter contacts by matching criteria update date
- Filter criteria reference for contact filters
- Manage contact boards
- Manage orphaned contacts using saved filters