WPCRM Online Help Center

Search Recent Activity

Search Recent Activity

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Search Recent Activity

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1.Click the Recent Activity tab. The Activity Feed will display with the 100 most recent Activities for your Accounts and Contacts, in chronological order.

2.To search for a specific account:

a.Enter the account name in the Account look-up text box.

 
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b.Click the Search button. The 100 most recent activities related to that account will display.

3.To search by keyword or term:

a.Enter the keyword or term in the Search Activity look-up text box. Note: To search on a partial term, use an asterisk(*) as a wildcard. e.g. Enter "Pizz*" to search for "Pizza" or "Pizzeria".

b.Click the Search button.

c.The 100 most recent activities related to the keyword or term will display.

4.Search results can be filtered by activity type with the activity type tools left of the Activity Feed.

 
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5.Activities scheduled for future dates can be included in the search results by having the Include future activity check box selected.