Location : Idealisator Support Page » History records

History records

History records are the most important part of iDeal CRM.
It's basically a log of what you did to the client (eg. : writing an email, sending an offer, sending a promotion letter, setting up a meeting).

If you write all these informations in history records, you will be able to look at a client page and know exactly where you left, even if you haven't managed that client for weeks. So it's very important that you write everything that you do to a client into history records.

In the following picture you can see a sample history list:

By clicking on a particular entry, you can see all the details of that history record.

Page last modified on Tuesday 29 of November, 2011 11:10:48 CET

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The documents are returned sorted on relevance depending on order, proximity, frequency of terms.

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Default search behavior

By default, all search terms are optional. It behaves like an OR logic. Objects that contain the more terms are rated higher in the results and will appear first in their type. For example, wiki forum will find:

objects that include both terms
objects that include the term wiki
objects that include the term forum

Requiring terms

Add a plus sign ( + ) before a term to indicate that the term must appear in results. Example: +wiki forum will find objects containing at least wiki. Objects with both terms and many occurences of the terms will appear first.

Excluding terms

Add a minus sign ( - ) before a term to indicate that the term must not appear in the results. To reduce a term's value without completely excluding it, use a tilde. Example: -wiki forum will find objects that do not contain wiki but contain forum

Grouping terms

Use parenthesis ( ) to group terms into subexpressions. Example: +wiki +(forum blog) will find objects that contain wiki and forum or that contain wiki and blog in any order.

Finding phrases

Use double quotes ( " " ) around a phrase to find terms in the exact order, exactly as typed. Example: "Alex Bell" will not find Bell Alex or Alex G. Bell.

Using wildcards

Add an asterisk ( * ) after a term to find objects that include the root word. For example, run* will find:

objects that include the term run
objects that include the term runner
objects that include the term running

Reducing a term's value

Add a tilde ( ~ ) before a term to reduce its value indicate to the ranking of the results. Objects that contain the term will appear lower than other objects (unlike the minus sign which will completely exclude a term). Example: +wiki ~forum will rate an object with only wiki higher that an object with wiki and forum.

Changing relevance value

Add a less than ( < ) or greater than ( > ) sign before a term to change the term's contribution to the overall relevance value assigned to a object. Example: +wiki +(>forum < blog) will find objects that contain wiki and forum or wiki and blog in any order. wiki forum will be rated higher.