Finding/Viewing Activities

Activities can be searched, sorted, marked done, deleted, and viewed from the Activities Summary screen. You can also display activities linked to a specific record (contact, referral, listing, or closing) by viewing the Activities tabs within these respective records.

To find an activity:

1. Open the Activities Summary screen. How?

   • From the Main Menu bar, go to Calendar > Activities Summary.

   Tip: Reduce the amount of time it takes to load the Activities Summary screen by specifying the activity date range you want displayed each time this screen is accessed. For more information, see "Defining Your Calendar Settings".

2. Filter the activities that are displayed by specifying your filter options, and then clicking Show Activities. More Info:

   • Type:  All Activities displays all outstanding activities that are due for the date range you specified. Any other activity type (e.g. Calls) displays any outstanding activities for that type regardless of the due date.

   • Date range: Define your own date range in the fields provided. Dates must be in a YYYY-MM-DD format.

   • Status: Filter by completed or incomplete activities.

   • Assigned to: If you are a part of a team account or have assistants, you can search for activities assigned to any member of your team.

3. To view:

• The contact record for a particular activity, click the contact’s name in the Activities Summary screen. Or, if the activity is linked to multiple contacts, select the check box beside the activity, and then click the Mass Open Contacts link. Click the <Prev and Next> links at the bottom of the screen to view the selected contacts.

• One activity, click anywhere on the activity's description to bring up the Activity Details screen.

• Multiple activities, select the check boxes beside the activities you want to view, and then click the Mass Open Activities link. Click the <Prev and Next> links at the bottom of the screen to view the selected activities.