How do you edit an existing filter so we can add a date range?

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    How do you edit an existing filter so we can add a date range?

    The following example we will use the date range for when the contacts were created.

    NOTE: any other date fields can be used.

     


    Resolution

     

    To edit the existing filter to add a date range:
    1. Open the Filter module (Tools > Filters)
    2. Locate the filter you would like to edit and right-click and select "Properties" and click on the "Build" tab
    3. Click "AND" from the right side of the screen
    4. Select the field name drop-down and select "CreateOn" field
    5. Select the operator drop-down menu and select "Greater or Equal"
    6. In the "Value" field, type the starting date you want to be considered (example: 01/01/2015) and click "Insert condition"
    7. Click OK
    8.Click "AND" from the right side of the screen
    9. Select the field name drop-down and select "CreateOn" field
    10. Select the operator drop-down menu and select "Less than"
    11. In the "Value" field, type the ending date you want to be considered (example: 04/01/2015) and click "Insert condition"
    12. Click OK
    13. Now perform a count or activate the filter (right-click and select "Count" to do a count on the filter or select "Activate" so you can activate the filter).