How to filter and view activities

The timeline groups activities by day. A record with many activities is hard to read. The filter narrows the timeline to what you need. This guide shows how to filter and view activities.

Open the filter

1. Open a record and find the Activities tab.
2. Click the filter icon next to Add Activity. The filter row opens.

Filter the timeline

The filter row holds four controls:

• All types: Select one activity type, for example Note or Task.
• Year: Select the year of the activities.
• All Users: Select the person who created the activity.
• Search Activities: Type words to match the activity text.

FlyCRM updates the timeline as you change each control. The timeline shows only the activities that match.

Clear the filter

To see all activities again, set each control back to its default. Set the type to All types and the user to All Users. Delete the text in the search box.