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Lookup all contacts changed by specific user?

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Copper Contributor
Posts: 9
Country: United States
Accepted Solution

Lookup all contacts changed by specific user?

I am interested in seeing all new notes or histories by a specific user.  Is there a way to lookup by user activity?

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Solution
Accepted by topic author NDavies
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Lookup all contacts changed by specific user?

You can do a Lookup by the 'Last Edited By' field to get a list of the contacts edited by a particular user, but it does not specify what the change was.  You can do a Lookup > Contact Activity to see which contacts have had changes to Notes/Histories, but it does not tell which User made the change.  You would have to enter each contact to see which user made the change.

 

The best option is to use the Notes/History report (under Reports menu) so that you can specify the User and date range to display.

Greg Martin
Sage

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All Replies
Solution
Accepted by topic author NDavies
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Lookup all contacts changed by specific user?

You can do a Lookup by the 'Last Edited By' field to get a list of the contacts edited by a particular user, but it does not specify what the change was.  You can do a Lookup > Contact Activity to see which contacts have had changes to Notes/Histories, but it does not tell which User made the change.  You would have to enter each contact to see which user made the change.

 

The best option is to use the Notes/History report (under Reports menu) so that you can specify the User and date range to display.

Greg Martin
Sage
Copper Contributor
Posts: 9
Country: United States

Re: Lookup all contacts changed by specific user?

Thank you, those lookups and reports work well!