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Lookup activity by a salesman

Astute Commentator
Posts: 3
Country: USA

Lookup activity by a salesman

I know you can do a lookup by contact activity. That is great, but I want to be able to do a lookup by contact activity and the record manager of the notes/history. Kind of similar to the notes/history report. Is this possible? I have not found a way to do a lookup by the notes or history record manager. I don't want a report, but would rather be able to browse through the records. Any help is appreciated.
Copper Contributor
Posts: 172
Country: USA

Re: Lookup activity by a salesman

Try the advanced Query - and create your custom lookup
Tuned Listener
Posts: 113
Country: USA

Re: Lookup activity by a salesman

I don't believe you can create a query using anything related to the activity.  All I see is company, group, and contact.
Copper Super Contributor
Posts: 54
Country: Canada

Re: Lookup activity by a salesman

Try doing a lookup by contact activity, then sorting that lookup by Salesman.

Michael Kadlec
Act! Certified Consultant
Corelogix Corporation
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Lookup activity by a salesman