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Act Pro 8 how to find all records with edits by a user in a date range

New Member
Posts: 1
Country: United Kingdom

Act Pro 8 how to find all records with edits by a user in a date range

Hi,

 

I think this should be easy to do but I'm just not getting it tonight! I want to create a lookup which returns all records edited by a specific user in a certain time period. The last edited date will not work or the contact activity option as User A may change a phone number on a record and then user B adds a note, the last edited then changes and contact activity can't be restricted to User A. For example I want to lookup all records with activity by User A in September to get some metrics for the boss.

 

Some kind of advanced query may be the way forward, has anybody achieved this?

 

Cheers

 

Iain

 

p.s. New on here so hello to all Smiley Happy

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Act Pro 8 how to find all records with edits by a user in a date range

There is an Edited by field that could be used. You'd need to create a report using that.
Tuned Listener
Posts: 26
Country: USA

Re: Act Pro 8 how to find all records with edits by a user in a date range

Lain, I am attempting to do the same thing, did you ever find out how to do this?  I was not sure from the reply you received.  Best, Dan
Nickel Super Contributor
Posts: 584
Country: USA

Re: Act Pro 8 how to find all records with edits by a user in a date range

Dan,

 

You should be able to do this via the Advanced Query function.

 

You'll find it under Look Up / Advanced / Advanced Query

 

Here is a screenshot of a query built against the Demo database for user Chris Huffman and records edited within the last 30 days. 

 

Query Example

Tuned Listener
Posts: 26
Country: USA

Re: Act Pro 8 how to find all records with edits by a user in a date range

Thank you very much for your timely and helpful reply.