Searchable activities on Dashboard/Today's Overview
It would be good to be able to search Activities on Dashboard or Today's Overview to find particular activities for multiple clients (such as spouses or employees of the same company).
Kent Niebuhr
shared this idea
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Heidi Ellingson commented
This has been asked for for years. Why is it so difficult to add when we can already search Notes?
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It would be VERY helpful to have a "search" option within activities - so I could quickly find a task. Searching is possible in Notes so why not Activities?
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Anonymous
commented
We should be able to select search activity titles for all/open.completed activities on al clients
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Anonymous
commented
This solution would allow a servicing advisor to sort through activities among their clients. Ordering activities chronologically, by emails, phone calls etc. This enables the servicing advisor to search for such information as, when was the last time they called a client, sent an email, and so on.
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Jody
commented
It would be VERY helpful to have a "search" option within activities - so I could quickly find a task.