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You can either ignore the types of events by selecting Unrestricted (All events), or you can apply a filter to a particular type of event by choosing from These types of events.
To use Fast-Track reports, you can only select items from the left-hand list.
Choosing types of events is only relevant if you are going to apply filters to those events later on. For example, if you want to find everyone who has phoned you within the last three months then you need to tick Phonecalls In. However, if you simply want to find all the people called Jennifer then the event type is irrelevant. |
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Finding non-events |
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Sometimes it's more important to find the people who haven't been in touch recently rather than those who have. To find all the contacts who haven't phoned in and who you haven't called, tick No Phonecalls In and No Phonecalls Out.
If you use this in conjunction with a date range, you can find everyone who hasn't been contacted within the last three months, for example.
If you select an item from the left-hand list, you can't also select the opposite item from the right-hand list, or vice-versa. If you did, nothing would pass through the filter. |
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Fast-Track reports |
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You can produce faster results by using the Fast-Track reports. This uses the Daily Archive as a basis for finding information, rather than visiting every folder to find events of the types specified.
You can't use Fast-Track reports if you want to find non-events (such as No Phonecalls In). |
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Note Using Fast-Track reports will only work if you have not altered the default filing settings, which are set to automatically copy events into the Daily Archive |