How to search in Apptivo based on dates?

CRM (Customer Relationship Management) apps in Apptivo allows you to search based on dates of creation and modification. To make your work easier, Apptivo has Advanced Search features for this.

Advanced Search using Created On

For instance: Let us perform an advanced search using the ‘Created on’ feature in Customers App.

• Go to Customers App → Select Advanced Search → Additional Information → Created On.

• Add a date range to list out the records and click search.

• You can see the lists of records between the selected range in the search results.

Advanced Search using Modified On

There might be records that were created a long time ago but modified recently. In those cases, it is difficult to keep a tab on the date created. It will be easier to search the records based on the date modified.

For instance: Let us perform an advanced search using the 'Modified On' feature in Customers App.

• Go to Customers App → Select Advanced Search → Additional Information → Modified On.

• Here, add a date range to list out the records and click search.

• You can see the lists of records between the selected range in the search results.

Note: This feature is available in the Contacts App, Customers App and Leads App.