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Lookup Documents in Documents Tab

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Copper Contributor
Posts: 41
Country: United States
Accepted Solution

Lookup Documents in Documents Tab

Does anyone know a way to lookup which contacts have a document attached to the "Documents" tab?

 

Please let me know.

 

Chris Douillard


Accepted Solutions
Solution
Accepted by dlunceford (Moderator)
‎09-25-2015 03:20 AM
Moderator
Posts: 4,395
Country: USA

Re: Lookup Documents in Documents Tab

[ Edited ]

Keyword Search will look at the Documents Tab.  Make sure Histories is checked under the Look In section.

 

Lookup > Keyword Search

Message Edited by dlunceford on 09-23-2009 02:40 PM

View solution in original post


All Replies
Solution
Accepted by dlunceford (Moderator)
‎09-25-2015 03:20 AM
Moderator
Posts: 4,395
Country: USA

Re: Lookup Documents in Documents Tab

[ Edited ]

Keyword Search will look at the Documents Tab.  Make sure Histories is checked under the Look In section.

 

Lookup > Keyword Search

Message Edited by dlunceford on 09-23-2009 02:40 PM
Copper Contributor
Posts: 41
Country: United States

Re: Lookup Documents in Documents Tab

Awesome.  That worked.  I searched a file extension (ie. ".doc" and ".pdf") and it pulled all contacts with those documents attached.

 

Thanks for the help David

 

Chris Douillard

Copper Contributor
Posts: 53
Country: USA

Re: Lookup Documents in Documents Tab

AWESOME tip. Very useful. Thank you! Saved to my OneNote.
-drew
www.drewvogel.com

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