
I'd like the Keyword Search function added to the Notes, History and Activity Tabs. The search would default to the current contact and the tab that was currently selected.
So, if I have 100's of emails in the history tab for a specific contact, I could quickly type in "Invoice" into the Keyword Search function within the histroy tab to generate a list of all history items that contain the word "invoice"
So the top of the tab (for History) would be: Dates:_____________ Types:_____________ Search:_____________
Likewise for the other tabs.
Hello Trevor,
This functionality already exists for the Keyword Search for Activities, Notes, Histories, Opportunities and Relationships. You would just check the box for the appropriate tab to search. You also have the option to search the current contact, current lookup, or all contacts..as well as groups, companies and opportunities.
Maybe I phrased my idea badly....
I know the functionality exists. It just would be a helpful "ease-of-use" idea if the functionality was available as I suggest above.
Current way of doing this is to going to Lookup -> Keyword Search
Check current contact box.
Uncheck Activities.
Uncheck Opportunities.
Uncheck Notes.
Uncheck Fields.
Uncheck Relationships.
Then type in "invoice"
Click "Find Now"
This way = nine clicks
Bravo!
Sage just seems to love us clicking away. Why can't this program be simplified when it comes to so many clicks? There are literally dozens I could think of especially when it comes to searching for something.
-P
I would like to see a way to print the contact notes etc. as they are displayed in the Keyword Search results.
For example, as a property manager of a multi-tenanted building, our tenants have complained about lack of parking due to an adjacent company. I need to print only the notes that pertain to parking issues. I am not looking to lookup contacts since I already have them grouped. I just want to print the notes that document parking issues in this case. Am I missing something? Does this already exist?
Thanks,
Lisa
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