2. This will take you to a screen with blank fields.  Navigate to the Create Date field (generally found on your Status tab).  Type >1/1/03 in the field.  We are telling ACT! to find all contacts that have been created since January 1, 2003.  If you have an older database and will be using any years prior to 2000, then you would need to enter the entire 4 digit year.  Otherwise, you can simply enter the last two digits.

3. After you have type in the data to search for, click on the Green Exclamation Point icon on the toolbar.

4.  Upon click the icon, the Run Query Options dialog box will open.  By default, Replace lookup is selected.  Unless you want to Add or Narrow a current lookup, leave the Replace lookup selected and click OK.  This will generate a lookup of the contacts specific in your date range.

5.  If you wanted to search contacts between two particular dates, you would follow the steps exactly the same, except for Step 2.  Instead of entering >1/1/03, you would enter the dates separated by two periods.  For example, if you wanted to search contacts created between July 15, 2003, and September 15, 2003, you would enter 7/15/03..9/15/03 in the Create Date field.

As always, if you should have any questions regarding this Tip, or anything else involving ACT!, please call the ACT! Specialists of
CRM Coaching at 440-944-ACT1.