Support

When inside a contact record you can now search on the History of communication with that contact from inside the History section as shown below in red: 

All the History of communication with the contact such as emails, phone calls, meetings, SMS messages are listed in date order. 

To search on the History just click on the 'Search History' icon as shown below in red:

A pop up search window will appear as shown below:

Enter the search phrase into the search field and to limit the search to just the contact you have opened up check the 'Only this contact's history' checkbox as shown below:

Alternatively do not check the 'Only this contact's history' checkbox and the search will look at the matching history across all of your contacts in the database as shown in the example below:

To view the History click on the blue hyperlinked text to go straight to the History result as shown below: 

To find out more or if you have any questions please contact our Support Helpdesk.