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dashboard activity status

Last post 12-20-2011 4:53 PM by Method_Michael. 1 replies.
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  • 12-20-2011 12:13 PM

    dashboard activity status

    Hello,  I have a filter question I think.  Under the "dashboard" screen there is an "incomplete activities" line that references the activities for the logged in user.  Some of our activities get cancelled and they still show up on the list.  Only the "COMPLETED" activities seem to NOT show up on the list.  I've looked for a place that I can change the filter but I just can't seem to find it.  Can you point me in the right direction.



    Thank you.

    Thank you,
  • 12-20-2011 4:53 PM In reply to

    Re: dashboard activity status



    Try this:

    Go to the New Activity Screen and click the ... next to the Status drop down. In the screen the pops up make sure that the Status Type for your Activity Types is setup correctly, the filter is set to only show Activity Statuses with a type that are pending.



    Michael Melo
    Product Manager
    Method Integration Inc.
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