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Most recent contacts

  • 20 December 2021
  • 5 replies
  • 36 views

Userlevel 1

Does anyone know if it is possible to filter your contacts by added most recently? 

 

Thank you in advance. 

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Best answer by Victoria Peters 22 December 2021, 14:59

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5 replies

Userlevel 7
Badge +10

Hi Maya,

I don’t think there is any such filter but the data must be there since each contact timeline shows when the Organization was created.  Good idea for a feature request through Help & Feedback.

Do you use proposal software that integrates with Karbon?  Maybe you could pull the information from there?

Userlevel 7
Badge +19

Hi Maya! Welcome to the community.

How would you and your firm use that information? Maybe there’s another way to accomplish what you need in the absence or while we wait for Karbon to add that functionality.

Userlevel 1

Karbon actually got back to me and said that it was not feature, however I did request it through help & feedback. Thank you all for your help!  

Userlevel 7
Badge +19

Great! Can you mark Victoria’s answer as the correct one? It helps when new people come into the community looking for answers. 😀

Userlevel 1

yes for sure!

 

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