How to Filter/Display All Activities in History Tab for a Single Contact.

Have you ever looked through the history of a contact record and said  “I would just like to be able to read over the emails I sent to Kevin”.

GoldMine is structured in such a way that all history activities for the Primary and Additional contacts are displayed together in the history tab in date order, but it does not display the contact name the activity is for.  Normally you would have to read each activity to see which contact the activity belongs to.

To get around this issue, use the following steps…

1. Right click in the History Tab.
2. Choose Options -> Filter…
3. Tick the “Activate Filter” checkbox.
4. Tick the “Reference Text” checkbox.
5. Then in the Reference Text enter the name of the contact you wish to display history for.
6. Click “OK” to activate the filter.

To Release the filter (so you can see everything again)

1. Right click in the History Tab.
2. Choose Options -> Release Filter…