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Contact Management

Filter Lists by Date Range
Contact Management Dashboard Contact Details Page Overview Adding, Editing, and Deleting Contacts Global Search Primary vs Preferred Contact Information Client Status Client Termination Reason Risk Tolerance Employer Search in Contact Details Contact Categories Contact Tags Contact Custom Fields Custom Fields Designer Creating and Saving Contacts filters Creating Segments Sales Pipeline Management Sales Pipeline Stages Sales Pipeline vs. Additional Pipelines Sales View vs Servicing Advisor View Contact Writing and Servicing Advisors Contact Owner vs. Writing Advisor vs. Servicing Advisor Families (Households) Defining Family Relationships Companies Module Deals Module How Possible Duplicate Contacts Are Detected How to Identify and Filter Duplicate Contacts How to Handle Duplicate Contacts When Family Members Share the Same Email Merge Contacts Bulk Actions on Contacts Trash: Deleting and Restoring Contacts Marking Contacts as Spam Managing Notes Note Templates Download Notes as PDF Sending and Receiving Emails Sending and Receiving Transactional Text Messages Managing Contacts Marketing Subscriptions Financial Questionnaire Managing Terminated Clients Filter Lists by Date Range

Contact Management

Contact Management Dashboard Contact Details Page Overview Adding, Editing, and Deleting Contacts Global Search Primary vs Preferred Contact Information Client Status Client Termination Reason Risk Tolerance Employer Search in Contact Details Contact Categories Contact Tags Contact Custom Fields Custom Fields Designer Creating and Saving Contacts filters Creating Segments Sales Pipeline Management Sales Pipeline Stages Sales Pipeline vs. Additional Pipelines Sales View vs Servicing Advisor View Contact Writing and Servicing Advisors Contact Owner vs. Writing Advisor vs. Servicing Advisor Families (Households) Defining Family Relationships Companies Module Deals Module How Possible Duplicate Contacts Are Detected How to Identify and Filter Duplicate Contacts How to Handle Duplicate Contacts When Family Members Share the Same Email Merge Contacts Bulk Actions on Contacts Trash: Deleting and Restoring Contacts Marking Contacts as Spam Managing Notes Note Templates Download Notes as PDF Sending and Receiving Emails Sending and Receiving Transactional Text Messages Managing Contacts Marketing Subscriptions Financial Questionnaire Managing Terminated Clients Filter Lists by Date Range

Filter Lists by Date Range

You can filter records by a date range on supported list pages, including Emails, Calls, Text Messages, Form Submissions, and Workflows. This makes it easier to focus on records from a specific time period without scrolling through the full list.

Where Date Range Filters Are Available

The date range filter is available on these pages:

  • Emails — in the toolbar at the top of the inbox
  • Calls — in the filter bar above the calls list
  • Text Messages — in the filter bar above the text message list
  • Form Submissions — to the right of the Sort by dropdown in the filters bar
  • Workflows — in the filter bar above the workflows list

How to Apply a Date Range Filter

  1. Go to one of the supported pages, such as Calls.
  2. Click the Date range button, shown with a calendar icon in the filter bar.
  3. Choose a predefined range from the dropdown, or click Custom Range to pick specific dates from the calendar.
  4. Click Apply.

The page refreshes to show only records that fall within the selected date range.

Predefined Date Ranges

The following quick options are available:

  • Last 7 Days
  • Last 30 Days
  • Month to Date
  • Last Month
  • Last 6 Months
  • Last 12 Months
  • Custom Range — choose any start and end date from the calendar

Remove a Date Range Filter

When a date range is active, a filter badge appears showing the selected range. To remove it, click the × on the badge, or use the Clear button inside the date range picker.

Combine Date Range with Other Filters

The date range filter works with other filters on the same page. For example, on the Calls page, you can filter by call type and date range at the same time.

Example Use Cases

  • Review last month’s calls: Go to Calls, select Last Month, and review call records from the previous month.
  • Check form submissions from a campaign: Go to Form Submissions, use Custom Range, and select the campaign dates.
  • Find emails from this month: Go to Emails and select Month to Date.
  • Audit workflow records: Go to Workflows and select the date range you want to review.

Important Notes

  • The filter uses the record’s timestamp, such as when an email was received, a call occurred, a form was submitted, or a workflow was created.
  • The selected date range is preserved in the page URL, so you can bookmark or share a filtered view.
  • Refreshing the page keeps the date range filter active.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.