Search activity

Modified on 2009/10/04 18:55 by stefano Categorized as Uncategorized

==Search activity == {s:Related}
{{<img src="{up}Manuale IT/3.8.2 crm - attività - cerca attività00.PNG"/>}}

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 {{<img src="{up}Manuale IT/seldate.PNG"/>}} date and selecting the days (see [New appointment|New appointment] for details);
* fields "Company", "Contact" and "Leads" you can select a card by clicking on {{<img src="{up}Manuale IT/face.PNG"/>}} by research (for more information see [New leads|New leads]);
* in the field "Opportunities" you can select one from research opportunity clicking {{<img src="{up}Manuale IT/face.PNG"/>}}, entering a key research and clicking {{<img src="{up}Manuale IT/OK.PNG"/>}};
* in the field "in load to" you can select a user clicking {{<img src="{up}Manuale IT/face.PNG"/>}}, entering a key research and clicking {{<img src="{up}Manuale IT/OK.PNG"/>}};
* Once you have selected all your criteria for the search click {{<img src="{up}Manuale IT/CERCA.PNG"/>}}: 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 {{<img src="{up}Manuale IT/CESTINO.PNG"/>}}; bottom right the following tasks, number is visible but the number of viewable items in each list is limited ({{<img src="{up}Manuale IT/SETUP.PNG"/>}} {{<img src="{up}Manuale IT/SETUP gestione account.PNG"/>}} ([Account management|Account management]), "Tustena Configuration" tab ([Tustena configuration|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".

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Search activity