Relatively Searching: Using BatchBook Search to Manage Communications
- Posted November 17th, 2010
- Filed under: Using BatchBook
Communicating and interacting with people on an ongoing basis is integral to building good relationships. Since BatchBook is all about relationships, we try to make it as easy as possible for you to keep tabs on the people you need to be in touch with.
One of my favorite functions in BatchBook is our Saved Searches, which I‘ve written about before. These handy gems make it easy for you to access your more commonly used queries. Combined with our built in ability to find the folks who you haven’t communicated with in a particular time period and you’ve got a great way to quickly find out who you may be neglecting.
Where this gets really cool is when you use natural language input in the date field and searching for items relative to today’s date rather than continually adjusting to keep the results current. Searches based on items like communicated with, not communicated with, created and last updated all accept things like ’7 days ago’ or ’30 days ago’ so you can be sure that you’ll always get updated information.
When creating these searches, it’s important to remember that the operator is being replaced with an actual date when the search is run so while it may seem like you need to change the wording of the search, BatchBook will take care of all the details behind the scenes for you.
For example,when using relative date searches like ’30 days ago’, a search for ‘Record communicated with less than 30 days ago’ is really asking
