Search by home purchase anniversary?

Q: How do you search by home purchase anniversary?


A: Doing the range search on that option allows you to view all contacts that have a value in the "Home Purchase Anniversary" field and it ignores the YEAR - so if you search June 1 - June 30 it shows all contacts that closed in June.

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Comments

  • Avatar
    Rebecca Zwiefelhofer

    When I do this search, it does not ignore the year as the birthday search does. I have to search each year separately. I would like to see all closings regardless of year.

  • Avatar
    Gary Hall

    You're not alone ! We're working on that.

  • Avatar
    Audrey Reed

    Has there been a resolution to this? I'm having the same problem. At this point, I'm managing this in another spreadsheet which isn't great.

  • Avatar
    Gary Hall

    Not yet. Sorry.

  • Avatar
    Courtney Neiman

    So what is your recommendation on searching for the next client who has the upcoming home anniversary date?

  • Avatar
    Gary Hall

    It will display the date range you put in, but it does not order them by date. That would be a good Feature Request for the Help Section.

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