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 Author  Thread: Permanent Contact Notes/History Filter
John Gundrum
Posts: 632
Top 10 forum poster: 632 posts
 
Permanent Contact Notes/History FilterYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 31 Jul 07 9:14 AM
Is there a way to code the Contact Notes/History tab to automatically filter the data?

What we are trying to do is filter out all of the marketing emails that are sent to all our contacts. What we might also want to do is add to 'Filter Options' a check box that says something like, "Show Marketing Emails'

Thanks,
John G.
[Reply][Quote]
Jeff Crawford
Posts: 52
 
Re: Permanent Contact Notes/History FilterYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 31 Jul 07 11:24 AM
You should be able to just modify the grid’s base SQL query to exclude the marketing emails. Then your show marketing emails option should add/remove the criteria from the grid’s SQL query.
[Reply][Quote]
John Gundrum
Posts: 632
Top 10 forum poster: 632 posts
 
Re: Permanent Contact Notes/History FilterYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 31 Jul 07 1:55 PM
Ah. Yes.. That makes more sense. I was looking at it from the 'we've got the data now do it'.

Will take a look.

Thanks,
John G.
[Reply][Quote]
John Gundrum
Posts: 632
Top 10 forum poster: 632 posts
 
Re: Permanent Contact Notes/History FilterYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 01 Aug 07 12:39 PM
Got it under control. Changed the SQL properties to exclude a specific UserID.

Next task: Add a check box to the filters section to turn the userid filter on and off.

John G.
[Reply][Quote]
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