Users can now filter the journal reports by individual or group contacts and companies.
On the Journal Activity by User and Journal Sales Activity by User reports there is now a "Contact Name" field. This field acts as a filter to the reports to allow you to select Contacts or Companies by name for the report. Here are some examples on how to use it:
On the Journal Activity by User and Journal Sales Activity by User reports there is now a "Contact Name" field. This field acts as a filter to the reports to allow you to select Contacts or Companies by name for the report. Here are some examples on how to use it:
- "Give me all journal entries for XPEDX in Austin Texas."
Contact Name: "XPEDX -Austin"
Type the name of the company or contact as it appears in your contact list to get a report for just that entry.
The star can be used but is not necessary since the last name is an exact match to the contact.
- "Give me all XPEDX locations."
Contact Name: "XPEDX*"
- "Give me all journals that are linked to the John Smith."
- "Give me all journals that are linked to any Smith."
The star can be used but is not necessary since the last name is an exact match to the contact.