How to setup views for open activities on Account Detail

RESOLUTION:

Users can setup default and saved views to manage the information on a grid in the most efficient manner for the user using View Settings.

The Account Detail Communication grid displays all activities by default. You can setup saved views to help manage your open activities for your customers.

To setup saved view for Open Activities only:

1. Select a customer and go to Account Detail

2. In the Communication grid, select the filter builder

3. Add an expression in the filter builder (click the '+' right of AND)

4. Click the field name and using the dropdown, select ActivityComplete EqualTo (False - option not selected)

5. Click Apply to apply the filter to the grid

6. Right click on Activity Date column and Sort Descending

7. Select the View Settings icon

8. Save the view as 'Open Activities', click Save

To setup saved view for All Activities:

1. Select the 'Open Activities' view that was created above

2. Select the filter builder icon

3. Click Clear

4. Select the View Settings icon

5. Change the name of the view to 'All Activities' and click save

To setup the Open Activities as the default view:

1. Select the View settings icon

2. Select the Edit icon on the 'Open Activities' view

3. Select the 'Is Default' option

4. Re-save the view under the Edit column (on the left)

5. Close the View settings

6. Verify 'Open Activities' default setting by selecting another customer