GoldMine : Filtering History

By October 28, 2020No Comments

A GoldMine customer asks: There are so many items in the History tab that I can’t find what I am looking for. Did you know that you can filter within the History Tab itself?

* Within the History tab, Right-click > Options > Filter.
* This brings up the Activity Filter window.

* Check the Activate Filter box and choose your criteria.
* Select User, Activity Type, Date Range, Activity Codes, Result Codes or Reference Text.
* Click OK.

The History tab will now show only the items that fit your criteria. To release the filter when you are finished, Right-click > Options > Release Filter.


Justin Hill

Author Justin Hill

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