Date search

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  • October 18, 2024 at 2:39 PM #51209

    Gerhard Haas
    Participant

    <p style=”text-align: left;”>Hi</p>
    I have a date and time field in my top field in TapForms. I am using the ‘Favourites’ button regularly. But how can I search for a specific date to call my customers? Surely, there must be a way do do that. I would be grateful for any help in this.

    October 18, 2024 at 3:02 PM #51210

    Daniel Leu
    Participant

    I use Saved Searches to filter records according to date ranges. I’m using a Follow-up Date field in my CRM as well where I have another set of Saved Searches to see which calls are due today/this week/next week/etc.

     

     

     

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