How to manage the Activity Feed

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How to Filter Activity Feed Items

To filter the Activity Feed items, follow these steps:

  1. Select the Project or Lead to filter activity feeds that match the selected projects.

This dropdown is not displayed in the Activity Feed page within a Project or Lead management view, because only Feed Items related with that specific Project or Lead are shown.

  1. Select the Objects to filter activity feeds that match the selected criteria.
  2. Click the User field and enter text to search users, then select the usernames. Matching results will be updated in real time as you enter text.
  3. Select the Date Range to search and filter by starting date and final date.

Results are displayed according to the applied filters.

How to Open the Object Associated with an Activity Feed Item

To open the object where the event occurred, follow these steps:

  1. In the Activity page locate the feed item related to the event you're looking for  and click on it. The object where the event occurred is opened.

Activity Feed items related to a deletion event cannot be opened or clicked.

3 STEPS

1. In the Activity page locate the feed item related to the event you're looking for and click on it.

2. The object where the event occurred is opened.

3. That's it. You're done.

https://www.iorad.com/player/2692829/Cases---Intake---Activity---How-to-Open-the-Object-Associated-with-an-Activity-Feed-Item?iframeHash=watchsteps-1&lang=en



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