I would like to be able to select specific items in History list view, for example, histories relating to one company and select them so that they were the only ones showing.
Current work around is to do this in Excel
You can do that in Impact Suite v5. Start on the history list view
1) Click on the HEADERS button
2) Select "TAG- OPEN' from the popup menu
3) Now select your desired rows and click LOOKUP SELECTED ( OMIT if desired )
Your list will now be limited to the selected rows.
If you right-click you can then select lookup contact, company, groups and/or opportunity.
BTW- 'Lookup' and 'Omit' are available from ANY view when Impact Suite v5 is installed.
Hope this helps
-- Jim Durkin
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