Contact List Filtering

Here is a guide on filtering contacts that were serviced this year, but have no upcoming appointments. 

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The first step is to exclude current package clients

 

1. Start on your Contacts grid

2. Click on Filter

3. Click on Tags

4. Select doesn't contain

5. Uncheck all

6. Select your tags for Maintenance Plan Customers

7. Click on Apply

 

The next step (Optional) is to show contacts that were created this year. 

 

You can skip to step 14 if you want all contacts

 

8. Click on Add...

9. Select Contact Created

10. Click on Add

11. Click on Contact Created

12. Check this-year

13. Click on Apply

 

Now we want to filter down only to show people who were serviced this year

 

14. Scroll to the right and locate the "Last service date" column

15. Click on Monday, January 1, 2024

 

And the next step is to exclude anyone with an upcoming appointment. 

 

16. Click on the link shown below

17. Click on And

18. Click on Add Condition

19. Click on Name

20. Click on Next Scheduled

21. Click on Equals

22. Click on Is blank

23. Click on OK

24. We now have a list of contacts created this year, serviced this year, with nothing upcoming on the calendar.

 

 

 

From here, you can call these customers, or click "Action > Launch Email Campaign" to send an email. 

 

Launching an Email Campaign

 

Please let us know if you have any questions: [e-mail]