02-11-2009 02:30 PM
02-12-2009 09:16 AM
I can't think of a way to achieve exactly what you are looking for, however there are two lookups you could do that might help.
1. Lookup > Keyword Search. Type your name in the Search For box and deselect everything but Notes in the Look in Options. This will find all notes containing your name, including your name in the Record Manager field. You can then filter the results and create a lookup of contacts that you are interested in. However this is not filterable by date.
2. Lookup > Contact Activity. Look for Contacts that have changed since your required date and select just the notes field. This will find all contacts with notes that have changes since a certain date but you can't filter by Record Manager for the note so it will show notes created by all record managers.
I've just thought of option three, which is to do the lookup #2 above, then do lookup #1 on the Current Lookup. Not perfect, but close!
02-16-2009 05:00 AM
What you're trying to achieve would be better got from a Report than a Lookup.
Explore the Note/History built in report and filter accoridng to date range and user. I think you'll find this report will provide you the data you seek.