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The Finance Shop Release Notes
Helpstar 111760You can now capture 'Last Contact' and 'Next Contact' dates against;
- Clients.
- Client contacts.
- Entities.
- Entity contacts.
This information is input on the Marketing tab of the relevant entity.
You can utilise this information in the Tools screen for Clients, Companies and People.
You can also use the dates as criteria selection in Smart Campaign;
You can set date ranges against the Required Criteria.
On reports that allow criteria to be specified you can use these dates;
