Showing results for 
Search instead for 
Do you mean 
by Bronze Super Contributor jimdurkin
‎03-04-2014 12:53 PM - edited ‎03-04-2014 12:54 PM


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