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Seach on Note Date in V19.2 Premium

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Tuned Listener
Posts: 22
Country: United States
Accepted Solution

Seach on Note Date in V19.2 Premium

I am looking for a way to do a lookup or search on the note date field. In other words, I want to get a list of all contacts with an attached note that was created on or after a requested date. I have been unsuccessful so far in finding anything about that. Suggestions?


Accepted Solutions
Solution
Accepted by topic author dennyp
‎10-17-2017 08:18 AM
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Seach on Note Date in V19.2 Premium

Check out Lookup | Contact Activity
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

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All Replies
Solution
Accepted by topic author dennyp
‎10-17-2017 08:18 AM
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Seach on Note Date in V19.2 Premium

Check out Lookup | Contact Activity
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Elite Contributor
Posts: 1,409
Country: United_Kingdom

Re: Seach on Note Date in V19.2 Premium

I am not aware of any way of doing this as a lookup although I can see the value of being able to.

 

You can run a notes report from a specific date and you can run a lookup of anything that creates a history.

 

Consider using the create history with a custom activity of Notes going forward to overcome the problem? Not ideal but could be a work round.

 

You can also look up the edit date but of course that will bring up any changes made, not just notes.

Tuned Listener
Posts: 22
Country: United States

Re: Seach on Note Date in V19.2 Premium

I think I might be able to make that work. Thank you.

Tuned Listener
Posts: 22
Country: United States

Re: Seach on Note Date in V19.2 Premium

The notes report won't work. I need to be able to do an email merge to the results of my lookup. But I think the other answer gives me something that might work with a little change to my internal procedures. Thank you.