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by Bronze Super Contributor jimdurkin
‎03-04-2014 12:53 PM - edited ‎03-04-2014 12:54 PM

Jeff,

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.

 

2014-03-04_15-13-10.png

 

 


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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