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Limiting Activity Records Displayed

You can limit the activities you see by selecting a filtered list. A list shows a subset of the activities that meet the criteria saved within the list.

NOTE: Company administrators can customize your application in a variety of ways, such as changing names for record types, fields, and options in drop-down lists. Therefore, the information you see onscreen might differ from the standard information described in the online help.

Before you begin. When you create a list, you need to enter the fields and values for the criteria you set up. You might want to go to the Task Edit or Appointment Edit page and write down the exact field names and values as they are used in your application. Otherwise, your filtered list might not pick up the correct records. Alternatively, you can print the record Detail page to capture the exact field names; however, the printout does not capture all of the available field values for drop-down lists.

To open a filtered list for activities

  1. Click the Calendar tab.
  2. From the Open Tasks section on the Calendar Page, click the Show Full List link.
  3. On the Activities List page, change the selection in the drop-down list.

To create a filtered list for activities

  1. Click the Calendar tab.
  2. From the Open Tasks section on the Calendar Page, click Show Full List.
  3. On the Activity Lists page, click Menu and select Manage Lists.
  4. On the Manage Lists page, click the New List button.
  5. Complete the steps described in Creating and Refining Lists.

Published May 2008