Tip #17: How to Find When Contacts Were Added and By Whom
How do I find all contacts added since October 1, 2016?
Or all contacts added in 2016?
What about all contacts added by my colleague Jenny?
These are common questions our support team receives from the people that use Highrise. It’s important to know who added what and when it was added.
This context can help with any progress you’re making, like how many leads were added in a time frame and added by who.
There are a few ways to answer these questions, let’s take a look.
Use filters to find how many contacts added since a certain date
The view filters provide a fast way to see the date a contact was added.
- Go to your
Contacts
page - Across the top change the view to
Recently Added People & Companies
- Scroll down and see the date each contact was added
- Find the date you need and select the contacts to tag them
For example, here is how to find all contacts added since October 1, 2016 in our demo account.
Export contacts to find how many were added since a certain date
First, make sure you have export rights in your account.
- Go to your
Contacts
page and find theExport
link on the right-hand side of the screen - Click
Export
and choose the CSV or Excel file option.
3. In the exported file, locate the Created at
column.
4. Sort by the Created at
column to find all contacts added since October 1, 2016.
Export contacts to find how who added them
Follow the exact same steps as above, again, making sure you have export rights in your account.
- Go to your
Contacts
page and find theExport
link on the right-hand side of the screen - Click
Export
and choose the CSV or Excel file option.
3. Now in the exported file, locate the Added by
column.
4. Sort by the Added by
column to see which colleague or teammate added the contacts.
Bonus Tip: Edit the exported file to update the existing contacts
You can edit the existing file and add a tags column. In the tags column, add the colleague’s name who created the contact or the date.
Once complete, follow the steps outlined here to update your existing contacts with the new tag.
This way you filter by the tags to quickly see who added contacts and when they were added.
If you have any questions or need more help finding who added contacts and when they were added, please send us a message.