Quick Activity Filters

With the New Activity Filters, users now get better visibility of their important Tasks and Meetings.

Filter Activities from the List-View or Calendar View using preferred Activity Types or on the Basis of Due Date Period.

ACTIVITY TYPES

Let's quickly discuss the feasibility and usage of the updated Filters.

• Calendar View: Filter Activity with Activity Types
• Select the particular activity Types you want to have a quick glance or select "All" to view all types of activities
• Create Activity types - Link to Document

• List View: Filter Activity with Activity Types
• Select the particular activity Types you want to have a quick glance or select "All" to view all types of activities.

• You can select multiple Activity types or specific types upon the click

DUE DATE PERIOD

We understand the Sales Team needs to focus on their planned activities. Now Filter your Activities on basis of Due Date Filter.

• Filter Activities on the basis of Due Date from List View:
  • Overdue
  • Today
  • Tomorrow
  • This Week
  • Custom
• Custom option, let's you select the period from which you want the Activity listed.