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History Keyword Search but restricted between Data Ranges

Skilled Commentator
Posts: 71
Country: United Kingdom

History Keyword Search but restricted between Data Ranges

Hi

I have various activities being updated in act as History entries.

 

I want to search of specific keywords.

 

But these keywords may occur across multiple history entries

eg

For a  given contact: say John Smith, the history might be

 

Date                 Regarding and Details

01/01/10           Truck arrived

15/02/10           Truck left

18/2/10             Truck left

21/05/10           Truck arrived

 

The problem is: If I search for the event "Truck arrived", I'm going to get a 'hit' based on the entry for the 01/01/10 AND 21/05/10

 

What I really need is something where I can specific  'free form' keyword search, but have it only search the specific History for a date range

 

I am aware of 1 or 2 ADDONs that can do this, but they are far outside my meager budget.

 

Potentially some 'export to excel' or MS Access or a 'simple' add-on would be most welcome.

 

 

 

 

 

Skilled Commentator
Posts: 71
Country: United Kingdom

Re: History Keyword Search but restricted between Data Ranges

Bump.

 

Any thoughts, comments , advice would be greatly appreciated

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: History Keyword Search but restricted between Data Ranges

There isn't a built-in function for doing a search within a date range/data range and I may be missing the ultimate goal of your question... but as an alternative, you may want to create custom Activity Types and then use the Activity Report where you can specify which activity types to display and give it a date range.

 

- To create activity types: go to Schedule > Manage > Activity Types

- Activity report: Reports > Activities > Activities tab > de-select Calls/Meetings/To-Dos > select appropriate 'Custom' values > set Date Range.

 

 

Greg Martin
Sage