05-07-2009 03:46 PM
Does anybody know of a way to query conact history? Lookup options facilitate searches of contact, opportunity, company and group fields but how do you search contact history? Often times we create histories without creating activities. e.g.. What if I need a lookup for all contacts time period = last month, results = "call attempted", and regarding = "sales opportunity follow up"... ? I know I can define a report template and/or use ACT! OLE in excel to grab read only of CONTACT_HISTORY table and then filter, but there must be another way to create a lookup within the application?
If not, does anyone know of a 3rd party ap that will do it?
05-11-2009 12:20 PM
Keyword search will allow you to search histories, notes, activities, opportunities and more. You can access Keyword Search in the Lookup menu.
05-13-2009 10:43 PM