Customer experience | Sales, Customer Insights,...

Filter activities, mails and phone calls by account.

(1) Share

Report

Posted on by DiePic

448

There is a way to filter for how is in object, to know if the seller has inserted or not something (for example /invitation to the fair in Milan/)?
Thanks in advance for any suggestion

I have the same question (0)

All responses (4)

Answers (0)

Sort by

Dengliang Li Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi,

Are you trying to filter activities such as emails based on their content containing certain information?
For example, filtering emails that contain Milan in the body of the email.

Best Regards,
Dengliang Li

Was this reply helpful? Yes No
Suggested answer

Goloknath 1,909 User Group Leader on at

Like (0)

Report
Copy link

Link copied!

Hi,

If you don't mind pls share bit more information. If you want to filter the Phone call and email activities ideally those can be performed by individual so you can traverse accounts through user because ideally accounts directly can't dial or email. Thanks!

Was this reply helpful? Yes No
DiePic 448 on at

Like (0)

Report
Copy link

Link copied!

Hi Goloknath and thanks for reply.

I'm talking about all the mails, activities and appointments that we insert in the opportunities and that we can view in the time line of any opportunity.

I'm searching a way to filter all these (divided by type obviously), that have some word that I indicate ...... I'm trying to know if I've forgotten to send the invitation for the Milan fair to some of my customers.
Can you let me have some link where I can learn how to?

Was this reply helpful? Yes No
Suggested answer

Fubar 2,761 on at

Like (1)

Report
Copy link

Link copied!

The difficulty you may face is that Activity is a super type of the types of Activities (includes email, task, appointment, phone call etc but not posts or notes), and as such it does not have all of the fields from the lower level Activities available to it - but does have some such as Subject.

If you just need to look for something from the Opportunity and filter one of the fields that sit on the Activity supertype, then you can go to the Related tab, Activities (or add a Subgrid to the Opportunity form).

If you are looking for specific Activities e.g. emails, then you can also add a subgrid, but as you are now looking at the subtype you will get more fields available to you (there is even a Category and Subcategory text field, that can be useful if you populate them).

The additional difficulty may come from how the Activity may be linked e.g. via the Regarding field or via the To/From as (except for the Timeline and the Related->Activities [or you building a custom control]) you can't get both into the same grid/view together.

Was this reply helpful? Yes No

Join the conversation

Community site session details

Filter activities, mails and phone calls by account.

Helpful resources

News and Announcements

Quick Links

Season of Sharing Community Challenge Launch!

Women in Power Builds Momentum

Congratulations to the April Top 10 Community Leaders

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates

Community site session details

Filter activities, mails and phone calls by account.

Helpful resources

News and Announcements

Quick Links

Season of Sharing Community Challenge Launch!

Women in Power Builds Momentum

Congratulations to the April Top 10 Community Leaders

Subscribe to this forum!

Select categories

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates