10-16-2017 04:06 PM
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?
10-17-2017 06:49 AM
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.
10-17-2017 08:23 AM
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.