Activity Dashboard
The Activity Dashboard provides you with records of activities performed on all the quotes, sorted by their most recent activity.
Filtering activities
Using the filter toolbar you could search and filter for specific activity criteria.
Activity Type
Use this option to search for quotes which have any activities
of that type performed. For example, you could select "Send" type
to find all quotes which have ever been sent to customers.
Besides the activity type selections, you could also choose an operator to negate the selected activity type. For example, you could select a combination of "Not having" and "View" activity type to find all quotes which has never been viewed.
Activity Time
Use this option to search for quotes having any activities performed
within specific date range.
Quote Status
Use this option to filter activities by current quote status.
Sales Person
Use this option to filter activities by the sales person assigned to
their quotes.
You could do an advance query by combining the above filters. The following table describes some common filter combinations you could use.
| Objective | Operator | Activity | Date range | Status |
|---|---|---|---|---|
| Search for unsent quotes | Not having | Send | Any time | Any status |
| Search for viewed but unaccepted quotes in the past 2 months | Having | View | Past 2 months | Open |
| Search for open quotes that haven't been viewed this week | Not having | View | This week | Open |
| Search for quotes with reminder sent in the past 7 days | Having | Reminder | Past 7 days | Any status |
| Search for open quotes with no activity this month | Not having | Any activity | This month | Open |
Looking Up Filtered Quotes in Quote List
When you apply filters to the Activity Dashboard, you could lookup the quote results in the Quote List View by selecting the [Dropdown] button beside the Apply Filter button and choosing [Lookup in Quote List] menu.
By selecting this menu, all applied filters will be applied to the Quote List View and you will be able to see the same results on the page.
^^ Last revised: 2022.09.14