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Journal reports' new contact filter parameter

4/28/2009

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​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:
  1. "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.
  1. "Give me all XPEDX locations."
    Contact Name: "XPEDX*"
The star (*) at the end says give me everything that starts with XPEDX. This will give you the journals for "XPEDX -Austin", "XPEDX -Dallas", "XPEDX Corporate", etc.
  1. "Give me all journals that are linked to the John Smith."
Contact Name: "John Smith"
  1. "Give me all journals that are linked to any Smith."
Contact Name: "*Smith"
The star can be used but is not necessary since the last name is an exact match to the contact.
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