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TFS Release Notes
TFS Release Notes
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You can now capture 'Last Contact' and 'Next Contact' dates against;

  1. Clients.
  2. Client contacts.
  3. Entities.
  4. Entity contacts.

This information is input on the Marketing tab of the relevant entity.

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You can utilise this information in the Tools screen for Clients, Companies and People.

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You can also use the dates as criteria selection in Smart Campaign;

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You can set date ranges against the Required Criteria.

On reports that allow criteria to be specified you can use these dates;

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