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Is It Possible To Search On History Of A Contact?

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Bronze Contributor
Posts: 1,393
Country: USA
Accepted Solution

Is It Possible To Search On History Of A Contact?

Act Ver 10

 

With a lengthy history attached to a contact, finding that eMail, attachment, or note can be difficult.  Is there a way to search on the history attached to a specific profile?

 

Thank you in advance for giving this a little time.

 

John Purdy

Act 1.0 to Symantec

Goldmine to this year

I'm Baaaack

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013

Accepted Solutions
Solution
Accepted by topic author jnpurdy
‎09-25-2015 03:20 AM
Nickel Contributor
Posts: 209
Country: United States

Re: Is It Possible To Search On History Of A Contact?

You do a Lookup by Contact Name. Say, "John Smith". Now you have one contact record open. You then click on the History tab. Now Go to Lookup/Keyword Search and enter the words/words of the Email, letter, Activity or whatever you are trying to find. It will find all of the entries with that search word of only that Contact.

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All Replies
New Member
Posts: 11
Country: USA

Re: Is It Possible To Search On History Of A Contact?

You can do a Keyword Search under Lookup that will search history.  Not sure if this is what you're looking for or not...
Bronze Contributor
Posts: 1,393
Country: USA

Re: Is It Possible To Search On History Of A Contact?

Will it restrict the search to the history of just one contact or will it search the history of the entire db?

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013
Bronze Contributor
Posts: 1,393
Country: USA

Re: Is It Possible To Search On History Of A Contact?

Never mind.  That was a stupid question.  Thanks for your reply, though.
John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013
Solution
Accepted by topic author jnpurdy
‎09-25-2015 03:20 AM
Nickel Contributor
Posts: 209
Country: United States

Re: Is It Possible To Search On History Of A Contact?

You do a Lookup by Contact Name. Say, "John Smith". Now you have one contact record open. You then click on the History tab. Now Go to Lookup/Keyword Search and enter the words/words of the Email, letter, Activity or whatever you are trying to find. It will find all of the entries with that search word of only that Contact.