Wednesday, June 30, 2010

Crystal Reports : Display checkboxes on a report

Let us assume we want to display a checkbox on a report. In our example, we are looking to visually identify if a Crystal Formula is returning TRUE or FALSE.

The way this works is by selecting the "wing-dings" font for a formula and then programmatically changing what character is displayed.

1. Right-click on your formula and select "Format Field"
2. Click on the Font tab
3. Select "Wing-Dings" from the Font dropdown list
4. Click on the Common tab
5. Click on the "X-2" button to the right of "Display String"
6. Paste in the following formula, substituting your {@FUNCTION}

IF {@FUNCTION} = TRUE THEN CHR(254) ELSE CHR(111)

This will automatically produce an unchecked box or a checked box, depending on the value of {@FORMULA}

Crystal Reports : Insert the Print Date on your report

When printing the same report frequently, it helps to have the Print Date somewhere on the report. That way, you can always be confident of which report version you are looking at.
Within your Field Explorer, find the Special Fields group. Within that group, find and insert the Print Date field into your report. This field is automatically updated every time you refresh the report. Another popular Special Field is Page N of M, which can be inserted into the report footer to easily provide a page count.

Crystal Reports : Combining data fields and text fields

You can actually insert data fields into text fields onto your report. This helps make text fields look "cleaner". We'll use a Starting Date and Ending Date as an example:

You'd like to have the text "From {Starting Date} to {Ending Date}" on the report header.

Step #1 : Create an empty text field and insert it onto the report.
Step #2 : Insert both the Starting Date and Ending Date fields onto the report.
Step #3 : Click into the text field and type in "From ". Make sure you type a space at the end.
Step #4 : Now drag the Starting Date field directly onto the text field. You should see a text cursor appear (a vertical line) within the text field. This is where the data field will be placed.
Step #5 : Click into the text field again and type " to ". Again, make sure to provide a beginning space and ending space.
Step #6 : Now drag the Ending Date field directly onto the text field. Position it using your text curaor as a guide.
Step #7 : Resize the text field to assure that the whole string can be displayed properly.

The result : Your text field will now read "From 12/01/2008 to 12/31/2008". Combining text and data this way assures the spacing between "From" and "to" is always accurate.

Crystal Reports : Alternating background color

To make a report easier to read, you can alternate the background color to help different lines stand out. (Think of the old green and white striped paper you used to put in your tractor printer years ago)

To make this happen, we will need to format the Details Section of our report.

Step #1 : From the top-level menu, select Format Section.
Step #2 : Select the "Detail" section on the left hand side.
Step #3 : Click on the "Color" tab on the right hand side.
Step #4 : Click the [formula] button with the "x-2"on it to bring up the formula editor.
Step #5 : Paste in the following : if RecordNumber mod 2 = 0 then crSilver else crNoColor

This will alternate a white and silver background for each row printed.

Pro Tip : To alternate color for Group rows, paste the following into the Group section color formula: if GroupNumber mod 2 = 0 then crSilver else crNoColor

ACT: Sharing Notes

A client asked: When we have several contacts from the same company, is there a way to share their Notes?

Yes, the Notes feature in ACT! is very versatile and provides Notes sharing, filtering and formatting. Despite this functionality, however, Notes should not be used as a substitute for History information.

To use the Notes functions:

* Select a Contact > Select Notes > click 'Insert Note' icon
* To link the Note to other contacts, click the 'Contact' button
* Accept the date/time or modify to a scheduled date/time
* Attach any files or shortcuts to the Note
* To allow viewing by a Group or Company, click 'Share With'
* You can add formatting, bullets, change fonts, etc to the text
* At the bottom, you can mark the Note as Private

When you open the linked Contacts, all the text entered, attachments and formatting will be displayed in the Note for each linked contact. If you change a Note, a dialog box will ask if you want the change made to all contacts or just the current contact.

ACT: Custom Activity Types

Did you know that you can customize Activity Types in ACT?

You should be aware, however, that once created, an Activity Type cannot be deleted, only edited or deactivated. You also must have Administrator or Manager roles to create a custom Activity Type.

To create a new Activity Type:

* Select Schedule > Manage > Activity Types > click Add
* Enter the Activity Type Name (e.g. Billable) > Select an Icon
* Click OK

To use a custom Activity Type:

* Open the Calendar > Right click, Schedule > Select Other
* The custom Activity Type will appear as part of 'Other'
* Select your custom Activity Type > complete the entry

Once you have created a custom Activity Type, you might want to open previously defined tasks and redefine them with the new type. If in the future, you no longer want to use the Activity Type, you can inactivate it by selecting Schedule > Manage > Activity Types > Delete.

ACT! will pop up a prompt stating that you cannot delete the Activity Type but that you can inactivate it. Once inactivated, it will no longer appear as an option when scheduling, although tasks already containing the custom Activity Type will retain it.

ACT: Meeting Requests

A client asked this: Can I use ACT! to send and receive Outlook Meeting requests?

Yes, when you are working through ACT!, you can send and receive Outlook Meeting Requests. When you accept a Meeting Request in Outlook, it is automatically added to your Outlook calendar. You can also add this Meeting Request to your ACT! calendar.

To add an Outlook Meeting Request (invitation) to ACT!:
* Open the Meeting Request in Outlook > accept the Invitation
* The ACT! Schedule Dialog appears > verify the contacts included
* Complete any activity details > click OK

A copy of the Meeting invitation is added to your ACT! calendar.

Sending a meeting request, however, is different than accepting an invitation as it relates to ACT! and Outlook. Creating a new Meeting Request in Outlook will not create an Activity in ACT!.

If you want to create Meeting Request that appears in both the Outlook and ACT! calendars. you need to start the Activity in ACT! and put a checkmark in the 'Send Invitation Email' checkbox.

ACT: Secondary Contacts

A client recently asked: We would like to maintain activities, history and notes for Secondary Contacts. Is this possible?

Secondary contacts are additional contacts with some relationship to a Primary Contact. You can have an unlimited number of Secondary Contacts and they are maintained through a tab on the Primary Contact.

To add a Secondary Contact:
* Click the Secondary Contact tab > click New Secondary Contact
* Fill in the data required > click OK

The notes, activities and history, however, are associated only with the Primary Contact and not with the Secondary Contacts. To associate notes, activities and history with Secondary Contacts, you must promote it.

To promote a Secondary Contact:
* Select the Secondary Contact to promote
* Click the Promote button > Select an option below

Option 1) Duplicate data from main contact's primary fields
Option 2) Do not duplicate data from primary fields

* Click OK
* The Secondary Contact will be promoted to a Primary Contact.

Note: once promoted, the contact will no longer have any association with the original Primary Contact.

ACT: Scheduling Other Users

A client asked this: Can I schedule meetings for my other ACT users as well as for myself?

Yes, ACT! has the capability to permit scheduling access for other ACT! users. To access this function, you would do the following:

* Select Schedule > Grant Schedule Access
* The Calendar Access dialog box appears
* Select the user to grant scheduling rights > click Access
* Select View and Schedule > click OK

You can now begin scheduling for the user(s) granted access. To schedule an activity for someone else in your company:

* Look up the contact to be scheduled > create the Activity as usual
* Click the 'Schedule For' button > pick the User from the Schedule For list
* Click OK when you are done

Note: If you do not see the user to be scheduled for, then you have not been granted access. Also, if you have an Administrator or Manager security role, you already have the Schedule For right

QuickBooks: Required Account Numbers

A client asked: Is there a way to require account numbers? There seems only an option to turn them on or off.

This is correct, there is no preference to require the use of account numbers. The option to turn them on or off tells QuickBooks to show or hide the account numbers. The account numbers remain in the file.

There is way, however, to require account numbers and even let you know if any accounts do not have accounts numbers assigned.

To require account numbers, do the following:
* Select the Edit menu and then select Preferences.
* Select Accounting Company Preferences
* Select Show Lowest subaccount Only.
* This option is active when you check Use Account Numbers.
* If all accounts have account numbers assigned, click OK.

QuickBooks will then require you to use an account number for all accounts you create in the future – and will not allow you to remove the account number from existing accounts although can edit the account numbers.

If there are accounts without account numbers you will see a window:

* You must then go to the Chart of Accounts
* Assign numbers to all accounts (even the inactive accounts)
* Return to the Accounting Company Preferences
* Select the Show Lowest Subaccount Only checkbox.

QuickBooks: Collecting Receivables

A client asked: Can you use QuickBooks to speed up collecting outstanding receivables?

Sure, use the following techniques to get paid faster:
* List your payment terms directly on your invoice.
* Add a message on the invoice stating your late payment policy.

To add these items, you will need to customize the invoice. This is done as follows:

* Single-click—not double-click—the template in the list.
* Click the Templates button at the bottom > Click Duplicate.
* In the Select Template Type window, select Invoice.
* Click OK.

The new template appears in the Templates list. It will have the same name as the original template with "Copy of" in front of it. For example, if you duplicate the Intuit Product Invoice, the new template will be called "Copy of Intuit Product Invoice."

* In the Templates list, double-click the new template.
* Click the Manage Templates button > enter a new template name
* Click OK.

In the Basic Customization window, customize the template:

* Add or remove fields and columns on the invoice
* Add special sections to the invoice, such as your late payment policy
* Add a remittance tear-off section or special instructions

These changes require that you:

* Open the Additional Customization Window
* Select Header or Footer
* Select the checkbox to show on the screeen or on the printed form
* Save the changes

QuickBooks: Importing Customized Templates

A QuickBooks user asked: Is it possible to import a customized template that was previously setup?

Yes, you can import a customized template that was created in another QuickBooks company file. To do this, you will first need to export the template from the company you created it in.

To do this:

* From the Lists dropdown, select Templates.
* This will display a list of all available templates.
* Choose the template you wish to export
* From the Templates dropdown, select Export.
* Save the template file and close this company.

After opening the company you want to import the template to:

* Select Templates from the Lists dropdown
* Select Import from the Templates dropdown menu.
* Choose the template you just exported.

Your template will display in the Basic Customization window, where you can rename the template or make additional customizations if you wish.

QuickBooks: Missing Numbers

There are two errors that are very common in QuickBooks – skipped numbers and duplicate numbers.

When you enter an invoice number, instead of letting QuickBooks assign it you will find that QuickBooks will continue with that number for future invoices. By the same token, you can accidentally start over and reuse numbers. QuickBooks will allow you to assign the same invoice number to two invoices, particularly if you are using some sort of import program to add invoices. It can keep this all straight because there is a hidden unique transaction ID to each invoice – the invoice number is not the key to each transaction.

QuickBooks makes it easy to find these errors by using the "Missing Checks" report. This report is found with the Banking reports:

* Select Reports > Banking > Missing Checks.
* Instead of a checking account, select your A/R account.
* This report shows missing numbers and duplicate numbers.

This can be very helpful if you have an audit, or if you are trying to catch problems before they get out of hand.

QuickBooks: User Permissions

Did you know that QuickBooks has the ability to completely customize each user’s permissions?

User Permission allows you to add or restrict access to certain areas of your QB’s file for each user.

Enterprise Solutions allows each user to have one or more fully customizable Role. To access the role list:

* Select Company > Users > Setup Users & Roles
* Click on the Role List tab.
* You will see an entire list of roles.
* Existing roles can be edited from this menu.
* Select one of the roles and select Edit.
* This displays the Edit Role window.

Here you’ll see a description for each role as well as an area called Role Access. Under this is an area called Areas and Activities. There is a plus sign next to each area. Click it and it opens to even more detail for that area.

A filled circle means full access. A partial circle means partial or mixed access, and a hollow circle means no access. The partial or mixed access can be further broken down according to the area on the right of the screen, labeled Area Access Level.

Each role can be finely tuned and you can even create new roles.

Tuesday, June 29, 2010

MSCRM: Updating Case Owner

A client recently asked: When I assign an Account to a different owner, it updates all the associated Cases with the new owner. Can I stop this from happening?

In MSCRM, the default relationship of Account to Case is Cascade All. This is what causes all cases to be updated with the new owner. To avoid this, you need to make the following change to your Account relationships.

* Select Settings > Customizations
* Select Custom Entities > Accounts
* On Relationships > select Account to Case (parental)
* Change Relationship Behavior to Configurable Cascading
* Under Assignment change from Cascade All to Cascade None

Save and close, then Publish the change. This will prevent all cases from being updated with the new owner.

MSCRM: Changing Field Types

A client asked: We want to change a custom field from Money to Numeric. The field Type is grayed out. Can we just change this in the SQL database?

No, this would not be a recommended approach. Changing the database would damage your system because the database schema would no longer match the CRM metadata.

To accomplish this change, you should:

* Select Settings > Customizations
* Select Custom Entities > Accounts
* Open the Account entity > Select Attributes
* Find the attribute, highlight it and click the 'X' to delete
* Re-create the attribute and add the numeric field

This will allow you to change the attribute type and also preserve the relationship between your database schema and CRM metadata.

MSCRM: Logon as Other Users

A client asked: When I open MSCRM, it automatically opens with my user logon. Is there a way to logon as other users?

Yes, they are detailed below:

* Open Internet Explorer options
* Select security options > select Intranet Options > Custom Level
* At the bottom in User Authentication > check “Prompt for user name
and password” instead of “Automatic logon”.
* This will ask you for another user logon

Depending on your authentication, this may not work. The other way is to do the following:

* Right-click on the Internet Explorer icon
* Select Run As and fill in the user of choice
* This will open up the browser as that user
* Type in the CRM web page it will open as that user

MSCRM: Open Account Window

A CRM client asked: How can I open the Accounts form in a larger window?

Under Customizations, navigate to the main Account form as follows:

* Select Settings > Customization > Customize Entities > Account > Forms and Views > Form > Form Properties

* On the Events tab make sure that OnLoad is highlighted, then click Edit. Paste the following code:

//resize window to full screen upon opening Account form
window.moveTo(0,0);
window.resizeTo(screen.availWidth, screen.availHeight);

* Make sure that the box for Event is enabled is checked.

* Save and close the form, then Publish the entity.

This will open the Account form in a larger window whenever it is opened.

MSCRM: Converting Custom Fields

A client asked: We have custom fields on our quote form for club memberships. When we convert a quote to an order, the club ID does not come over. What can we do?

To push custom fields from Lead to Account or Quote to Order, you need to adjust the mapping between the two entities:

* Select Settings > Select Customization
* Select Quote > Select Relationships > Select Quote to Order
* Select Mappings > Click New > Add a mapping between the custom fields (in this case, new_club to new_club)
* Save the changes > Publish Customizations

Now when you enter a club ID in the Quote, activate the quote and convert it to an Order, the club ID entered in the Quote will appear in the order.

HEAT: Reset CallID

A client recently asked: Is it possible to reset the Call ID back to '000001'?

Yes, although it requires that you have access to SQL Server and can edit tables. To begin, you should open Enterprise Manager/SQL Management Studio.

* Open the Heat database > Open the HeatSeq table > Return All Rows
* Locate the Call ID field > Enter 1 (or whatever value you want)
* Close the HeatSeq table
* Open Call Logging > Open the All Calls call group
* Select File > Delete Record
* When prompted to delete the record or the group, select the group

This will clear all tickets and set your Call ID back to 000001. This process can be done when first setting up a Heat system and need to remove the test tickets and reset the Call ID back to 000001. Be sure to backup your SQL database before starting any of the steps above.

HEAT: Pop-up Search

A client asked: We save related ticket numbers in the Call Description. Is there a way to prompt for a keyword to search the Call Description to find these tickets?

Yes, one way would be to create the following Call Group:

* Open Call Logging
* Select Group > Open Call Group > Click Add
* Give the Call Group a name > Copy the formula below into Expression Text

CallLog.CallID in (Select CallLog.CallID from CallLog where {CallLog.CallDesc} like '%'+@Prompt('Keyword')+'%')

* Save the group > Create a toolbar icon to launch the group
* Click the icon to launch the Group > Enter a ticket number in the Keyword field
* A group will be created of all records that have this ticket number in the Call Description.

This will bring up an input box whenever this Call Group is opened. The expression can be modified to use any table and any field.

HEAT: Weekend Calls

A client asked: Is there a way to determine if a call was created on the weekend?

Yes, you can create a Call Group that uses the DATENAME function to determine if a call is made on a specific day (i.e. Saturday or Sunday).

* Select Group > Open Group
* Select the Global radio button > Click the Add button
* Name the group “Weekend” > Select Global
* Enter the following in Expression Text:

{CallLog.CallID} in (select CallID from CallLog where DATENAME(weekday,RecvdDate) in ('Saturday','Sunday') and CallStatus <> 'Closed')

* Save the group

This group will return tickets created on Saturday or Sunday. This information can be used for a number of purposes. For example, the group could be attached to the technician’s Alert Monitor and direct an email or page to the technician on call.

HEAT: Multiple Memo Field Entries

A client asked: Can I create a drop down that populates a memo field with multiple entries instead of overwriting the entry already there?

This is possible, see the steps below:

* Open Administrator > Select New Edit Set > Go to the form
* Add validated drop down and memo field to hold the entries
* For the drop down field, add a table to hold values to populate
* For the memo field, you need just a default memo field
* Create the fields in the table view and then add to form
* Create the table (e.g. Vendors) to validate the Vendor field
* This table will be used to enter Vendors in Table Maintenance
* Validate table to the Vendor field > Uncheck “Show as drop down list”

The remaining functions will be completed by an autotask, so add a command button to the form that can be connected to an autotask.

* Open Call Logging > Select Manage Autotasks
* Create New Autotask > Add Update Call action
* In the Update Call action, add the following to the Vendor field:

{@Functions.@ValidatedPrompt()Click button to enter multiple Vendors.,Vendors,Validation,Vendor}

* Add a second Update Call > Select Journal > Select EntryText2
* In the EntryText2 field, add the following expression:

{@Functions.@Calculationstrconcat({Journal.Vendor}+; +)}

This will add multiple Vendors to the EntryText2 memo field and separate them by a semi colon and space. After completing this autotask, attach to the command Button and run from there.

HEAT: Send Attachments Dynamically

A client asked: I have an autotask that uses the Send Message action and sends attachments with the email. My problem is that the attachments will change each time. Is there a way to add attachments dynamically?

Yes, but you would need to edit the Autotask and click on the Attachments button in the Send Message action to change the attachment sent with the email. This is a cumbersome process if used often.

A workaround for this is as follows:

* Edit the Autotask > Send Message action
* Click Attachments button > Browse to attachments folder.
* Select attachment and > Delete document before the slash.
* In the Send Message line insert @Prompt after the last slash
* Enter a prompt: “To attach files, enter name with extension."
* When the autotask runs, a prompt will pop up
* Type in document name > the email will include the attachment.

Note: This requires that the attachments be stored in a common location. It also requires that the user end the full document name including extension.

GoldMine: Project or Opportunity

A GoldMine user asked: How do I tell if a pending action is a project or an opportunity?

Insert this expression into your Calendar display preferences to show if a pending action is linked to a Project or Opportunity:

Trim(Contact1->Company) + ', ' + Trim(Cal->Company) + ': ' + Trim(Cal->Ref) + ' ' + IIF(Left(Cal->LOPRECID,1)<>' ','(Linked Proj/Opp)', '')

GoldMine: Using SQL Queries to Count Records

A client asked: How do I know how many records I have?

If you ever wonder how many primary contacts, secondary contacts, or history items you have in your GoldMine database, there are simple SQL Queries to give you a count.

* First, go to Tools > Filters & Groups > SQL Queries Tab
* Copy and paste the queries into the top half of the screen
* Then click the Query button

For a count of primary contacts:
Select count(*) from contact1

For a count of secondary contacts:
Select count(*) from contsupp where rectype = 'C'

For a count of history records:
Select count(*) from conthist

GoldMine: Logging Changes to History

A GoldMine user asked: Someone is changing our database! How can I track who it is?

It can be frustrating trying to figure out who changed the information in a field and trying to remember what the previous value was. A name changed, a company misspelled, addresses changed incorrectly can all be a problem.

Fortunately, there is a quick and easy solution.

Right-Click on the field in question and select Properties on the field label. Then select the Security tab and check Log changes in history. This setting is universal (affects all users and all contacts).

Now, whenever changes are made to that field, the user making the change, the date, the old value, and the new value will be logged on the History tab.

GoldMine: Using the Dear Field

A GoldMine user asked how to use the Dear field.

The Dear field should contain whatever comes after the word “Dear” in a letter or email, for example:

* Dear Jeremy
* Dear Mr. Davis
* Dear Dr. Davis

This allows for personalized marketing via letter merges with Microsoft Word or email blasts with GoldMine.

You may be on a more informal acquaintance with some of your clients, in which case "Dear Jeremy" would be the correct choice. Others you may wish to address more formally.

To make this a quick, easy, and error free entry enter the following codes in your Lookup List for the Dear field:

~"Dr. "+Contact1->Lastname
~"Mr. "+Contact1->Lastname
~"Mrs. "+Contact1->Lastname
~"Ms. "+Contact1->Lastname
~&firstname

When you choose one of these selections the Dear field will automatically populate with the salutation you want to use.

GoldMine: Lookup List Comments

A GoldMine user asked: I’ve customized my Lookup Lists, but is there an easy way to keep track of what the codes and initials mean?

Within a lookup list, a double forward slash (//) will separate your actual data from comments you want in the lookup list. Nothing to the right of the slashes will apppear in the data field.

* Pull up the Lookup List you want to add comments to
* Choose the field entry to modify, and click Edit
* After the data in the Enter the F2 Value box, add a space
* Add // and another space, and then a comment about the data.

It might look something like this:

IEM // Internet Email Function

Click OK to save. In the example above, while the comment ‘Internet Email Function’ would show when the user brings up the Lookup List, only the field data ‘IEM’ would go into the actual field on the contact record.

GoldMine: More Data in One Field

A user asked: I need to have more than one entry from a Lookup List in a data field. How do I do this?

Normally, when you select a choice from a Lookup List, your choice overwrites whatever was already in the data field. The semicolon allows you to add your selection to the already existing data without removing the original data.

* Pull up the Lookup List you want to modify
* Choose the field entry to modify > click Edit.
* After the data in the Enter the F2 Value box,
* Add a semicolon (;). Click OK to save.

That choice in your lookup will now go into the data field immediately after the data that is already there, separated by a comma and a space. Using this technique, you can have multiple selections in your data fields.

Note: When adding multiple selections, be aware that you can sometimes run out of space in the data field. Comma and spaces count toward field length along with the actual number of characters.

Also, using semicolons will not work if you are using the Force Valid Input option in the F2 Field Setup box. If you want to use semicolons, pull up the Lookup List you want to use them with and go to Setup; then uncheck the Force Valid Input box and hit OK.

GoldMine: Stop Website Problems

A customer asked: When I add a Web Site to my custom Taskbar, it replaces the Web Site I already have there. Is there a workaround?

To get around this, when adding a web site link to the TaskBar, add it as an external application. The example below will open CNBC.com in a new browser window, but you can substitute any web site for the URL.

* Bring up your taskbar by clicking Customize
* Right Click > Add New Item to the TaskBar
* For Item Type choose External Application.
* Caption is whatever you want to label the link on your taskbar
* Application is C:\Program Files\Internet Explorer\iexplore.exe
* Start Directory is C:\Program Files\Internet Explorer\

In in the Command field place your web site URL – in this example “www.cnbc.com” - with double quotes around it. You can choose an icon from your files if you like, or GoldMine will assign a generic one to the link.

GoldMine: How to Create a Group

A Gold Mine customer asked: How do I use a SQL Query to create a group?

First, run your SQL Query so the results are on the screen: Tools > Filters and Groups > SQL Query tab.

Switch to the Groups tab > Click on New Group.

Enter a Group Name.

The Code field can be used for anything you'd like. Since Groups are static, i.e. they do not automatically update, it’s a good idea to put in the date they're created so you know at a glance when the group was created.

Be sure the Build Group box is checked, click OK.

In the Group Building Wizard, click the SQL Query Records radio button. (If this is grayed out it means there is nothing appearing in the SQL Query tab.)

Click Next.

Choose whether and how to sort your group, if you want any fields brought over into the Reference field, and if you need to limit the size of the group.

Click Next > Finish.

Monday, June 28, 2010

GoldMine: Username and Password

A GoldMine customer asked: When I double-click my GoldMine icon, the username is auto-filled incorrectly. How do I correct this?

The username that appears is derived from your network/computer login; however, you may want something different like your your standard GoldMine login.

Do a Right-Click > Properties on the GoldMine shortcut You'll see the Target field, which will say something like "C:\Program Files\GoldMine\gmw.exe"

To override what's in the username field when logging in, append a /u:USERNAME to the end of the target, so that it reads like this:

C:\Program Files\GoldMine\gmw.exe /u:gene

You can also input your password here as well, like this:

C:\Program Files\GoldMine\gmw.exe /u:gene /p:password

Note the forward slashes, and the spaces between the Username and the Password.

GoldMine: Managing History Items

A GoldMine customer asks: There are so many items in the History tab that I can't find what I am looking for.

To correct this:
* Within the History tab, Right-click > Options > Filter.
* This brings up the Activity Filter window.
* Check the Activate Filter box and choose your criteria.
* Select User, Activity Type, Date Range, Activity Codes, Result Codes or Reference Text.
* Click OK.

The History tab will now show only the items that fit your criteria. To release the filter when you are finished, Right-click > Options > Release Filter.