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History Search

While logging a document, you may want to find out if its author has communicated with your office or organization before. CLIFF lets you search through historical Logs based on the author’s last name, company name, postal codes, or keywords.

To search for history

  1. Click the Search for History button in the Log toolbar.
    A window is displayed with available search options:

    If a last name is entered in the Log, this will be the default search parameter. You may select an alternate search criteria, or change the displayed criteria. Note that at this point a search has not yet been performed.

  2. Click Search to proceed with the search.
    If Logs are found matching the search criteria, the search window expands showing a list of found Logs. CLIFF tells you how many Logs it found just below the search criteria.


    Basic information for each found log is displayed in the list. You may scroll the list as required to view the Logs and data fields. You may redo the search by changing the search criteria and clicking Search again.
    If no historical logs are found, a message is displayed at the bottom of the Search window.

     

    To View Any of the Historical Logs

    1. Click the Log's ID in the list.
      The selected Log is displayed in a separate window. You may update the historical Log as necessary.

      NOTE: The windows for the displayed historical Logs do not automatically close when you close the Search for History window or when you exit the main Log. This allows you to keep historical information readily at hand while working with other Logs.

      To Save a Cross Reference of the Historical Logs

      1. Click the checkbox to the left of Logs in the list for which a cross reference should be created. If your search resulted in a small selection of Logs, they may already be checked.
      2. Click on Include button.

        Summary information for each checked Log is appended to the Log Notes.