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).
-
Anonymous commented
We should be able to select search activity titles for all/open.completed activities on al clients
-
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.
-
Jody commented
It would be VERY helpful to have a "search" option within activities - so I could quickly find a task.