Sales contacts management

[vaa571]

I downloaded the “Sales Contacts Management†database from Microsoft
template. I am starting a marketing campaign and my intention with this
database is to store all my prospective customers’ information. Every three
months (quarterly) I would like a report to print mailing labels so I can
send marketing material to those prospects. Also, this dataset tends to group
daily as I collect new prospects (contacts). Again I would like an report to
print just the new prospects so I will not be mailing the same prospect more
than once in the quarter. I do understand that somehow I need to keep track
of whom and when a contact was mailed. What would be the best way to
accomplish this task? Thanks in advance for your help

 

[Rui]

You could add a flag that is updated everytime you print a record. In you r
instance you, the flag should be perhaps a date field that would store the
cut off date for each quarter.
Then you should edit the report in order for it to pick records that have no
date or that the date falls before the cut off date that you set before.

Hope this helps
Rui

 

[vaa571]

Do you have an example how to do that? I appreciate you help