searching notes

[lawquest]

I would like to be able to list all notes made for a particular client.  I log the note and then put @c John Smith to identify it.  I then want to find just the notes which have @c John Smith in the data field. Is that possible?  Similarly, as I generally remember about when I made the note, it would be nice to also be able to restrict the search to notes made in John Smith's file within a certain date range.

John

[Daniel Graham]

John,

Yes, both in the current and future etm reports you would enter '-c John Smith -b <begin date> -e <end date> as report options'.  

While there is nothing to prevent your using '@c' for this purpose, you would be much better off, especially in the future etm, to use '@k SmithJohn' or, better still, '@k SmithJohn:ProjectWhatever'. Then when you group by keyword and then date in reports all the 'SmithJohn' entries would appear together, sorted alphabetically and sub grouped by project and date. The built-in keyword view in the new etm would do almost the same thing automatically (sorted but not grouped by date).

-Dan

On Dec 13, 2012, at 12:46 AM, lawquest <jo...@lawquest.com> wrote:

I would like to be able to list all notes made for a particular client.  I log the note and then put @c John Smith to identify it.  I then want to find just the notes which have @c John Smith in the data field. Is that possible?  Similarly, as I generally remember about when I made the note, it would be nice to also be able to restrict the search to notes made in John Smith's file within a certain date range.

John

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[lawquest]

Thanks.  That brings up everything on that client during that time period.   I know I can restrict the display to just notes....will require a quick read of the directions.  Getting old.

John

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