I was trying to find a specific comment from a note I wrote years ago. I knew the name of the partner, but I could not remember the exact appointment. Was it in 2005 or 2010?
That is to say, I KNOW I talked to Wile Coyote about “Acme Anvils”, but I just cannot remember when.
Fortunately, TntConnect makes it very easy to search through history–not just all history but even for one specific contact.
- In the Contact list, I selected the specific contact in question
- Select Lookup | This Contact to filter the list to just that one contact
- Go to the History View
- Check the box at the bottom Filter by Current Group
- Change the date range to All
- Type in the word I am looking for in the text filter
1. Select Wile Coyote
2. Select Lookup | This Contact
3 & 4. Go to the History View and check the box Filter by Current Group. Notice a blue bar appears that says, “Only items related to contacts in the current group are shown.” In this example, Wile Coyote has no History in the “Last Week”, so the list is blank.
5. Change the Date Range to All
6. Type the desired text in the Text filter. This searches any text in either the Description of the history OR in the actual notes of the logged history. In this case, the words “Acme” are in the notes.
Here is the actual history entry:
The fun thing about this blog post is that I actually did this just this morning before writing this post, which is what gave me the idea for this post. I had to re-create the details for this sample, but I truly did search through my entire database for one specific history event many years ago.
Being able to filter on one contact in the Contacts View (Lookup | This Contact) allows me to do two helpful things:
- Perform a mail merge on one specific contact only (such as to prepare a giving submission form for my organization, or for printing a Getting to Know You sheet)
- Use all of the six History filters. I cannot filter (much) on the History Tab for the contact, but when I view the contact’s history in the History View, I can filter by all six filters (date, type, current group, data changes, text-in-notes, etc.).