Use Names Activities Search to find activities created during a period of time for Name records. Learn how to create activities here.
- Click Activities on the main toolbar
- Click the Name 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 Last Name
- Filter by First Name
- Filter by User Name
- Filter by Company Name
- Filter by Activity Type
- Filter by Rollup List
- Filter by Position Id (Returns all activities for names in the pipeline for selected position)
- Select Activity Types to be excluded
- Click the Search action icon. Once you return the activities, you can print results, rollup the names into a list, or bulk email the names.