Search BCM Notes?

[Guest]

Hello All-

In BCM, as I enter a new Communication History Item (Business Note, Phone
Log, etc), I would like to be able to search those items at a later point,
but am not finding a way to do so.

So... If I am talking to a customer, and they mention that they would like
information on Product X, and I document that in the Phone Log. I have a
large number of customers, and say 2 months later, I have some new
information on Product X, so I want to search all my phone logs/business
notes to find all of my customers that wanted that information. I am not
seeing a way to search that information. Any suggestions?

Thanks,

-Sean

 

[mrtimpeterson via OfficeKB.com]

Sean,

In BCM, Business Notes and Phone Logs are Business History items and as such
they are located in the Business History Folder in your folder list. To do a
search for these items click on the Business History Folder to display the
contents. You can now use the Advanced Find tool to look for anything within
that folder. Like Outlook, the Find utility will search by only 1 folder at
a time vs. a global search among a multiple # of folders. All you have to
make sure of when you are doing a search is that you first know the folder
item type to search for.

-THP