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Articles tagged #ACTIVITIES
Articles tagged
#ACTIVITIES
CRM

Unable to Set the Reminder Type and Reminder Time on New Event When All Day Checkbox Is Checked

User needs to set the reminder type and reminder time on New Event when All Day checkbox is marked.

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CRM

Show Missing Events in Show Activity Window

User needs to show missing Events on the Customer's Show Activity Window.

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CRM

User in a Custom Role Cannot Access Results on Event Saved Search Even When Event Permission is Added

When the Permission for Events is set to Full on the Custom Role, Events with Event Access of Show as Busy or Private are only visible to Administrator, Organizer of the event or Users that are listed under Attendees sublist.

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CRM

Deselecting Notify Attendees by Email Still Sends Out Emails to Event Attendees

Emails are still being sent out even after deselecting the Notify Attendees by Email checkbox in an Activity Record (E.g. Event Record).

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Business Intelligence

How to Create a Search for Customers with No Recent Activity under the Activities Subtab

The user wants to see all customers who have no recent activities under the Communication tab > Activities subtab.

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Business Intelligence

Track the Activities of Each Customer Similar to the Last Sales Activity Feature

SCENARIO

The user wants to know how to track the Activities of customers record similar to the Last Sales Activity Feature, but they want to see all the activities logged to the customer regardless of who created the activity or what activity was created.

SOLUTION

  1. Go toLists>Search>Saved Searches>New
  2. ClickActivity
  3. Search Title:Enter Search Title
  4. ClickResults
  5. Sort By:SelectDate
  6. Columns:
    • Field:SelectCompany
      1. Summary Type:SelectGroup
      2. ClickOk
    • Note:For the other fields to add, the default fields entered are okay.
  7. ClickSave

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