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Thread: Group that shows accounts where notes have been added by a user on a specific date

SLX_Novice
Posts: 246

Group that shows accounts where notes have been added by a user on a specific date Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 11 Jul 06 9:49 AM

I would like to know if there is a way to create a group in the SalesLogix Client that shows accounts where notes have been added by a specific user on a specific date.

Any help would be great!

Thanks.

[Reply][Quote]

Tim Montgomery
Posts: 23

Re: Group that shows accounts where notes have been added by a user on a specific date Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 11 Jul 06 10:43 AM

Fabian,
A start would be adding the following conditions to your group:
Account.history.type = 262148 and

Account.History.Createuser = :USERID
(select the "Use Value as a Literal" checkbox)

Place the Account, Contact fullname, History.Createdate, History.Createuser in the layout

Hope this helps,
Tim

[Reply][Quote]

SLX_Novice
Posts: 246

Re: Group that shows accounts where notes have been added by a user on a specific date Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 11 Jul 06 11:21 AM

It worked great Tim!

Thanks a lot!

[Reply][Quote]

Tim Montgomery
Posts: 23

Re: Group that shows accounts where notes have been added by a user on a specific date Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 11 Jul 06 11:35 AM

You're welcome Fabian - glad to help

[Reply][Quote]

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