Company Activities Search

Use Company Activities to find activities created during a period of time for Company records. Learn how to write activities here.

  1. Click Activities on the main toolbar
  2. Click the Company icon
  3. Enter Activity created Date Range
  4. Select the number of records per page
  5. Select the Order By (sort preference)
  6. In the Text Search, you can filter by the text written to the Activity Text area.
  7. Select Additional Filters (OPTIONAL)
    1. Filter by Rollup
    2. Filter by Company Name
    3. Filter by User Name
    4. Filter by Activity Type
    5. Select Activity Types to be excluded
  8. Click the Search action icon. Once you return the activities, you can print results or rollup the companies into a list.stacy pic 3 company ATS