Search activity
Modified on 2009/10/04 18:55 by stefano — Categorized as: Uncategorized
Search activity
¶
Argomenti collegati:
Activities
Manual in English
In this section, you can search between various activities on the basis of a combination of criteria defined by the user.
Fill in the various fields as desired, bearing in mind that:
fields "from the"and"to the" you can insert one or two extreme search by typing in the appropriate boxes, or by clicking on icons
date and selecting the days (see
New appointment
for details);
fields "Company", "Contact" and "Leads" you can select a card by clicking on
by research (for more information see
New leads
);
in the field "Opportunities" you can select one from research opportunity clicking
, entering a key research and clicking
;
in the field "in load to" you can select a user clicking
, entering a key research and clicking
;
Once you have selected all your criteria for the search click
: you will create a list that contain all the entries that meet the conditions imposed; to view click on the title; activity to delete a task, select the box in the last column, and then click
; bottom right the following tasks, number is visible but the number of viewable items in each list is limited (
(
Account management
), "Tustena Configuration" tab (
Tustena configuration
)): to view the activities that follow click on the number for the list page or on "Next" to switch to the next; page to go back a page click on "Previous"; to show all tasks in a single page click on "All records".