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Activities List

Last post 02-27-2015 8:42 AM by Method_Justin. 2 replies.
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  • 02-26-2015 4:20 PM

    Activities List


    I customized my Activities List screen and hid the filter dropdown box. I want the "Activity Grid" to default to "Shared Occurances" but it keeps defaulting to "My active occurances on or before today" eventhough I keep changing it. Why won't it register that I'm changing it?

  • 02-26-2015 6:05 PM In reply to

    Re: Activities List

    Hi Allison,  When you customized the list did you go into the filter named "Shared Occurances" select to edit it and then checkmark the "make this my default" box? (Note: It might just say default view or something I don't remember exactly.) 

  • 02-27-2015 8:42 AM In reply to

    Re: Activities List

    Hi Allison,

    Maureen is correct. On Step 3 of the grid wizard, select the desired Filter View from the dropdown, then click New / Edit....

    In the resulting pop-up, check the box for This is the default view for the grid, then click Save & Close. This should now be the default view for the grid.

    Thanks Maureen!

    - Justin

    Justin Henderiks
    Technical Sales Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
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