Community
Showing results for 
Search instead for 
Do you mean 
Reply

Can I run a search based on the "record manager" in the notes?

Copper Contributor
Posts: 39
Country: USA

Can I run a search based on the "record manager" in the notes?

I noticed there is a "record manager" field in the notes tab.  This is different from the record manager field for the contact.  What I would like to do is a search, or create a dynamic group list, based on contacts whom I have created notes for in the past x number of days/months.  Is this possible?
Silver Elite Contributor
Posts: 3,350
Country: United_Kingdom

Re: Can I run a search based on the "record manager" in the notes?

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!

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk
Nickel Contributor
Posts: 410
Country: Canada

Re: Can I run a search based on the "record manager" in the notes?

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.

Ken Quigley, BA, MCSE, ACC, APT
Toronto, Ontario
www.keystroke.ca