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Search or lookup a changed field by date.

New Member
Posts: 1
Country: United_Kingdom

Search or lookup a changed field by date.

[ Edited ]

Could anyone tell me if there is way to lookup whether a field has been changed (tick box) within a specified date range. I can look up whether the field has changed, but I can’t rely on the general edit date of the contact as lot of other changes will have occurred. I need access to the date of the change from the contact history - ideally.

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Search or lookup a changed field by date.

Hello JohnDavey,
Welcome to the Sage ACT! Online Community!

An option going forward is to set the desired fields to 'Generate History'. This will enter a history item each time the field is changed and allow you to use the Notes/History report, which can be run for a specified time frame.

Tools > Define Fields > double click on field > enable 'Generate History' option.

You would also be able to do a Lookup on the history items: Lookup > Advanced > Search on Keywords (enter the field name, and limit search to Histories), the results will contain the date of the change - but you can't limit the Search on Keywords to a time frame.
Greg Martin
Sage