Re: Searching the Notes field of a hold? (126 Views)
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Valued Contributor
Ralph_Furino
Posts: 169
Registered: ‎04-27-2011
Message 1 of 3 (145 Views)

Searching the Notes field of a hold?

A user came to me today and they want to know if there is anyway to search the Notes (tab) field on a Hold. Our company enters in detailed information when we create a hold. I can't find a way to search the Notes field for a hold. Boolean or String.

 

If I am missing that this can be done using a string search, please provide an example.

 

Thanks in advance!

 

Ralph

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Honored Contributor
EWillsey
Posts: 1,748
Registered: ‎04-20-2010
Message 2 of 3 (141 Views)

Re: Searching the Notes field of a hold?

You can't do this from within the interface.  Best option within TRIM is to tag them all, export via print merge, and then search that within Excel.

 

Personally I use an excel macro script to do it.

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Valued Contributor
Ralph_Furino
Posts: 169
Registered: ‎04-27-2011
Message 3 of 3 (126 Views)

Re: Searching the Notes field of a hold?

Thanks Eric.... That's a great idea!

 

Hold are treated like a separate entity in the TRIM application. Hopefully this will be a feature enhancement so it can be done within the application without having to export.

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