Method:Classic General Q&A

Re: Setting up Default Status Filter for Activities List

Method_Michael — Wed, 30 Nov 2011 21:42:37 GMT

lpierpont-

Actualy as of November 21st that was changed to filter by ActivityStatusType = Pending.

http://www.methodintegration.com/cs/blogs/releasenotes/archive/2011/11/21/method-crm-updates-november-21-2011.aspx

Which means if if you make sure the Status Type is set correctly for your activity statuses then completed ones should not appear.

You can change the Status Type of an Activity Status by clicking on ... next to any activity status drop down.

-Michael

Re: Setting up Default Status Filter for Activities List

Method_Michael — Wed, 30 Nov 2011 18:37:34 GMT

lpierpont-

The default Filter View for the Activites List(CRM_ActivitiesList) is My Active Activities on or before today and one of its filters is ActivityStatus does not contain Completed. You can change the default filters on the Activities grid by editing the grid on the Activities List screen and going to step 3 of 9.

-Michael

Setting up Default Status Filter for Activities List

lpierpont — Wed, 30 Nov 2011 17:12:44 GMT

When I go to my activities list I would like the list to not include completed activities. Is there a way change the default filter on the activities list?