Tech Support > Microsoft Windows > Windows CRM > Advance Find in Activities Histories
Advance Find in Activities Histories
Posted by Shauna Koppang on February 17th, 2005


I asked this a while back but the answer did not work, and perhaps it was
that I was not clear in my description of the problem, so I will try again.

I have just converted activities from 20,000 clients from Goldmine into CRM
1.2. Most of these contacts/accounts have numerous activities which we have
converted to historical activities on the Activities/History Tab. When you
open an Account, go to Activities, then the History tab, all the activities
display. I can click on the Type title to sort them and use the page -> to
move between the pages and pages of activities. In some cases there are 50+
pages of these activities for one contact and if you are looking for 1
specifically it can be hard to locate. You can't get access to Advanced Find
from within the Activities, History.

If you use the Tool menu, Advanced Find in the main window, you can only
look for the activity but you need to know a lot about it specifically for
the search. For example you can't, in the first line, choose search by
Accounts, Field:Account Name, Condition:Contains, Value: Algo, then on the
second line choose Activities, Field: Type, Condition:Equals, Value:Fax, then
Activities, Field:Activity Subject, Condition:Contains, Value: (oc:Joanne
Bird)

You can only do seaching on one entity type and its fields and you have to
know a lot about the activity to narrow the search. It would be nice to be
able to Find the Account/Contact in the Find box, select the Activities Tab,
then the History Tab, then start a search at that point.

Any recommendations or will the advanced searching be extended in the next
version?

Thanks!
Shauna

Posted by Dave Carr on February 17th, 2005


Shauna,
You might try checking out c360.com, as their Query Manager enables you to
search on more than one object. Supposedly CRM 2.0, (although now pushed out
to Q4), will have this capability as well. HTH,

Dave


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David L. Carr, President
Visionary Software Consulting, Inc.
Main #: 971-327-6944

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"Shauna Koppang" wrote:

Posted by Shauna Koppang on February 17th, 2005


Hi Dave,

Thanks for your response. I kind of figured that was the case. It amazes me
that Microsoft has built so many search engines and they missed something so
basic as this in CRM. Will look into the c360 product and wait patiently for
CRM 2.0 (2005) when it comes.

Thanks again!!

"Dave Carr" wrote:


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