Filter Activity Types in the Activity Log of a Person

Search for activities that matter most to you in the activity log.

1. Go to the Person Detail page. Click the Activity Log tab.

   

2. Select the Filter drop-down.

   

Creating Custom Filters

1. Click the Filter drop-down. Select Custom.

   

2. Select activities to filter by. Click Save As.

   

3. Enter a custom filter name. Click Save.

   

   Now, only person activities that meet the filter’s criteria are displayed.

   

Reference Saved Filters

Saved filters can be accessed from the Filter drop-down.

1. Click the Filters drop-down. Select Custom.

   

2. Click Saved Filters. Saved filters are listed below.