After working with a GoldMine contact for a few years you’ll find their history tab becomes an absolute treasure trove, some might say "GoldMine" of information! Finding that exact history nugget can, though, be challenging. Fortunately, we are able to add a filter to the GoldMine History (and Pending) tab to help you find what you are looking for.
First, go to the History tab. Then within the Tab do a Right-Click | Options | Filter.
This brings us to the Activity Filter window. Here we can base our filter on the user, activity type (call, appointment, email, etc.), date range, activity code, result code, and reference text. Simply check the boxes you want to filter by and then enter the criteria then click OK. In the screen shot below you’ll see that we’ve chosen to filter based on the User and Date Range.
So our History Tab now looks like this.
You’ll notice above the Reference column it now says, "Filter Active", showing you a filter is active. To release this filter simply do a Right-Click | Options | Release Filter to go back to standard viewing. You can also do a Right-Click | Options | Filter again to change your filter criteria.