Activity Find (Activity Search)
There are two ways to initiate an Activity search:
- Activity > Find Activities
- Used the Find icon on the toolbar and select Activities
With the search window displayed, select the search type and enter your criteria:
- Activities searches all Activities assigned to a user. Administrators have access to all Activities, however non-administrative users will only be able to search for Activities assigned to their user ID. The search can be narrowed by selecting from the Status and Due Date fields.
- Simple searches based on a single search criterion. A simple search cannot be saved.
- Advanced searches based on multiple criteria. Advanced searches can be saved with a name and recalled at a later time.
You can also select how your results will display:
- Normal to list each contact for each match
- Summary to list each contact only once
Activity Search Results
The results of an Activity search will appear in the list view display under the Activity Results tab. To edit a record, simply click on it.
Export Activities
Activity records can be exported from ContactEase using either a simple or an advanced export:
- A simple export includes fields from the Activity record, such as type, status, subject, contact name, etc.
- An advanced export can include many other fields. Depending on what you want to see, one of the below export methods should work for you.