Many of the fields you can search by in your CallTime.AI account include a date qualifier. This allows you to narrow your search to include or exclude contacts based upon criteria that did or did not occur on a particular date, or within a given date range. In this article, we will discuss how to interpret and use the various date options you have when building your searches.
Fixed Dates or Date Ranges
Fixed dates or date ranges are anchored to a specific date you select on the calendar. They include:
- any date - returns contacts without regard to the date, and looks only at the other criteria included in the rest of your search
- on - prompts you to pick a specific calendar date so the search for the given condition is limited only to that one date
- not on - excludes from consideration instances of the given condition that occurred on the selected date
- before - prompts you to pick a specific calendar date so the search for the given condition is limited only to the period prior to that date
- not before - excludes from consideration instances of the given condition that occurred prior to the selected date
- after - prompts you to pick a specific calendar date so the search for the given condition is limited only to the period after that date
- not after - excludes from consideration instances of the given condition that occurred after the selected date
Relative Dates or Date Ranges
Relative dates or date ranges adjust to whatever the current day is. They include:
- today
- __ days ago
- more than __ days ago
- less than __ days ago
For all relative dates or date ranges, above, the contacts that do or do not meet the search criteria for the given condition will change each day, as they are not anchored to a particular date on the calendar, but rather are constantly adjusting to be true on the day the search is run.
Because of this, using relative dates or date ranges can be particularly useful when building Saved Searches or Smart Searches, as they will automatically update each day.
For example, if you're trying to make sure you call back people you haven't called in more than 20 days, you could create and save a search using the more than __ days ago qualifier to every day see who meets that criteria as new people qualify.
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