10-15-2008 02:33 PM
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?
p.s. New on here so hello to all
10-18-2008 10:14 PM
05-06-2009 11:44 AM
05-07-2009 11:34 AM
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.