You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Rule question pertaining to date last updated.

Received Response
edited Apr 27, 2018 2:32PM in Agent Desktop 4 comments


I am trying to add a text popup, or some other warning to show when a contact record has not been updated in the last 3 months. This would alert the rep to at least confirm the information. (in theory) I am adding this into the contact information page as that is the screen used most for a rep on the phone.

The rules seem limited though to absolute ranges, so I cannot give a blanket older than 3 months rule.


Any thoughts?




Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!