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Filter contacts by last recorded contact date

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Summary

Learn how to find contacts who haven’t been contacted since a specific date, so that you can re-engage them via calls, SMS, or email.

The Last Recorded Contact filter helps you identify orphan contacts, those with no recent interaction, so you can prioritise follow-up and maintain strong relationships.

To filter by last recorded contact date:

  • Go to: Contacts in the sidebar
  • If filters are already applied, click Reset to clear them

  • Click + Add Filter Item
  • Under Select filter, choose Last recorded contact
  • Under Select condition, select
    • is before (to find contacts not contacted since a specific date)
    • is after (to find contacts contacted recently)
  • Enter the date (e.g., 2025-01-01)
  • (Optional) Add subfilters such as Contact Event Type to narrow by interaction type (e.g., Appointments, Completed tasks, Email, Letters, Notes, SMS).
    • Activity Property Beds (e.g., equals 3)
    • Activity Suburb, Activity Street, Activity Consultant, etc.

  • Click Apply to view the filtered list
Tip: Combine 'Last recorded contact is before [date]' or 'Last recorded contact is unknown' with 'Future Tasks/Appointments are not present' to find contacts who need both engagement and planning.

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