Using the History panel

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Using the History panel

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Tools within the History sub-panel are designed to make it easy to find the meeting records you are looking for.

 

The History panel appears beneath both contacts and organisations.

 

Using the filter

 

The keyword filter looks for your specified keyword in the Subject or Description fields.

 

Type a keyword into the empty field. Sugar will automatically start filtering against the description and subject fields.

 

Select a name from the user drop down to return only those records assigned to that user.

 

 

Note: Past meeting reports were imported into Sugar under the relevant organisation. Associating these reports with the relevant contacts is a time-consuming and tedious process. The Development Department is working on establishing these relationships for all meetings from August 2013 onwards but this is a work in progress. If anyone is available to help with this project please let us know.