Description
The Note Search report searches the text of marketing notes entered throughout InFocus Master Files.
Prompt
General
| • | Start Date - Beginning Date used to filter the transactions that are brought into this report. |
| • | End Date - Ending Date used to filter the transactions that are brought into this report. |
| • | Project - When selected, The report only returns the specified project. When left blank, all are returned. |
| • | Employee - When selected, The report only returns the specified Employee. When left blank, all are returned. |
| • | Firm - When selected, The report only returns the specified Firm. When left blank, all are returned. |
| • | Contact Name - When selected, The report only returns the specified Employee. When left blank, all are returned. |
| • | Text to Search For - When text is entered here, the report looks for that specific line of text in the note comments. |
| • | 1st Sort - When selected, the report will sort by the following Project, Client, Contact Name, Create Date, Owner |
| • | 2nd Sort - Same as above |
| • | 3rd Sort - Same as above |
Report
Report Columns
| • | Contact - Contact Associated with Note |
| • | Owner - Creator of the Note |
| • | Project - Project Associated with the Note |
| • | Client - Client Associated with the Note |
Sample(s)
|