Searching by Client Date Joined

1. Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.) 

2. Module, Status and Communication: select status(es) and option(s) to include 

3. Click the [Add Search Criteria] button 

4. Search Type: Select “Client Date Joined” from the dropdown list 

5. Enter a date to search for the Date Joined On or After or On or Before a specific date. If you enter a date for both, you can search for the Date Joined within a date range.  
   • You can either search by entering exact dates or by using dynamic dates  

6. Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search 

Note: This option searches the “Client Date Joined” field (“Main” tab, “Miscellaneous” section) that is part of all client profiles in Better Impact. It includes the client’s full start date (month, day, year), allowing you to search for clients with a specific time length of membership.