12-11-2009 03:39 AM
1. Is it possible to search by History Type?
2. Is it posible to add a custom field to the History Tab, as we would in the contact layout?
3. is it possible to 'save' a keyword search routine/ In other words, if I don keywrod search for "Friday 9am", can I save that query/
12-11-2009 11:41 AM
02-24-2010 08:17 AM
For the first question, assuming you are using ACT! 2005 or later, you could try using the Lookup | Contact Activity feature.
That will allow you to do a lookup for any records that have cleared meetings, letters sent, faxes sent, phone calls made, etc etc....check it out there are quite a few options there that might help...
Questions 2 and 3 are definitely a no.
Hope that helps. :-)