Magaya Ideas Portal
General Description
Enhance the Acitivty list view to include additional options for filtering for Activity of the Type "Lead Created" and an ability to bulk delete records.
Current Functionality
From the Activity list users today can filter for records using the below options:
Status
Timeline
Created By
Activity Type (except Lead Created)
Text search
A check box in the top left-hand corner provides them with the opportunity to export out the values that they have filtered for.
The CRM automatically creates an activity type of "Lead Created" to track when this action happened. This activity type is not available in the Advanced Search of Activity Type.
For more information about searching for Activities in the Magaya CRM, please visit Magaya CRM: Introduction to Activities in the Magaya Knowledge Base.
Future Functionality
The Advanced Search screens drop down will be modified to include the Lead Created system generated activity type
A new option will be added to the bulk edit menu options to delete the selected records
