Search the communications archive

Record dated contact with a person and retrieve earlier conversations.

Communications — PLM application screenshot
Communications · Application screenshot
  1. Open the history or archive controls.
  2. Use the available date and text filters to locate the conversation.
  3. Expand the matching group and open the record for its full notes.

Example

Search a month for the word quotation to recover the relevant discussion. Expand the matching date group to read the complete note.

Check the result: Expand the matching group and open the record for its full notes.