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Setting up Default Status Filter for Activities List

Last post 11-30-2011 3:42 PM by Method_Michael. 2 replies.
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  • 11-30-2011 11:12 AM

    Setting up Default Status Filter for Activities List

    Reply Contact

    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? 

  • 11-30-2011 12:37 PM In reply to

    Re: Setting up Default Status Filter for Activities List

    Reply Contact

    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

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo

  • 11-30-2011 3:42 PM In reply to

    Re: Setting up Default Status Filter for Activities List

    Answer
    Reply Contact

    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

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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