Customer Forum

Activity Searching

Brian Posted: 2020-03-09 15:12

How can I search Activity records (emails, tasks and phone calls) for text targets? I want to trawl through my activities for specific customer objections; how many have cited price for example? Is there a way of doing this?

Stephane (Workbooks Online) Posted: Wed, 11.03.2020 - 11:35


Hi Brian,

The best way to do this is via a report, how are your text targets currently configured?