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Help Topic: Filtering activities within a record's Activity List


This lesson explains how to filter activities within a record's Activity List

 

1. Locate the Activity Section of the Record you are in

2. To Filter By Date the Activity was logged click on the button next to the search

3. Click the Timeframe you are looking to view

4. The list will update the time frame and only show Activities that fit that filter

5. To Filter by a specific Activity Type or Types - Click on the All Activity Types button, next to the time filter

 

6. Choose the Activity Type or Types you would like to view (You can select multiple types)

If only one Activity Type is selected the button will display the name

If multiple activities are selected they will show in the list and the count will display on the button

7. To Clear the Filters - Click on All Activities - Your button will then update to show All Activity Types so you are aware the filter was cleared