Use Company Activities to find activities created during a period of time for Company records. Learn how to write activities here.
- Click Activities on the main toolbar
- Click the Company icon
- Enter Activity created Date Range
- Select the number of records per page
- Select the Order By (sort preference)
- In the Text Search, you can filter by the text written to the Activity Text area.
- Select Additional Filters (OPTIONAL)
- Filter by Rollup
- Filter by Company Name
- Filter by User Name
- Filter by Activity Type
- Select Activity Types to be excluded
- Click the Search action icon. Once you return the activities, you can print results or rollup the companies into a list.