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Thread: Filtering notes by user

  1. #1
    mikepalmer2403 is offline Junior Member
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    Default Filtering notes by user

    Hi All,

    I'm sure you can do this. I want to be able to search for notes based on who created them. I cannot see how to do this by changing the studio settings.

    can anyone help me please

    Thanks

    Mike

  2. #2
    sugarcane is offline Sugar Community Member
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    Default Re: Filtering notes by user

    Hi Mike,

    you should be able to add the Created by field into the Notes search panel: Studio-->Notes-->Layouts-->Search-->Basic/Advanced Search. Move the Created By field from the Hidden column to the default column and hit Save and Deploy
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

  3. #3
    mikepalmer2403 is offline Junior Member
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    Default Re: Filtering notes by user

    Yep, I've done that and see it in my search criteria. But when I select a user it delivers no results??? See attached screen grab
    Attached Images Attached Images  
    Last edited by mikepalmer2403; 2009-09-03 at 11:06 PM.

  4. #4
    roblaus's Avatar
    roblaus is offline Sugar Community Member
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    Default Re: Filtering notes by user

    True, I can reproduce this. I will report a bug.
    __________________________
    Robert Laussegger
    http://www.iscongroup.net

    Bei Fragen: support@iscon.at
    Die deutschen Sprachdateien für SugarCRM und das deutsche Handbuch gibt es hier: http://goo.gl/kPsAz
    Ab sofort auch mit 6.4.2

  5. #5
    roblaus's Avatar
    roblaus is offline Sugar Community Member
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    Default Re: Filtering notes by user

    OK, there is already a bug report - see 29892 under http://bugs.sugarcrm.com
    __________________________
    Robert Laussegger
    http://www.iscongroup.net

    Bei Fragen: support@iscon.at
    Die deutschen Sprachdateien für SugarCRM und das deutsche Handbuch gibt es hier: http://goo.gl/kPsAz
    Ab sofort auch mit 6.4.2

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