2

we add activities and at times contacts using the BCC function (i.e. BCCing the CRM). How can I do an advanced search that gives me the contacts that have been added or are associated with an activity that I have added?

Thanks. Michael

2

You could use the search "Find activities" as in the screenshot. However this will only give you a list of activities as a result and not of the contacts (you can only see them in the results column). Maybe this helps anyway?search settings

| improve this answer | |
  • An Advanced search let you search for the same activities, but also have a nice feature of possibility to select search results to be displayed as activities OR contacts – Flying Jun 23 '16 at 14:28
  • @Flying: I do not think that would work in this particular case because the Name or Email field is not connected to the Added by field. I think if you would try the search above using the advanced search, it would display all contacts that have demo@examle.com as an email-addres and contacts that have an activity which is "added by"... I could be wrong though - maybe the person who started this question wants to try it ?:) – Fabian Jun 24 '16 at 6:25

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.