Filter
In the Activities Section, if you want to filter the logs you can do that easily using the built-in filtering option.
View all the actions taken by your agents without needing to open each profile.
Go to WP Admin Dashboard → WP ERP → CRM → Activities.
Activities filtering option gives you 4 types of data to filter to. You can choose
- Type of log
- Log created by
- Log created for (contact or company)
- Log creation date
Type of log
When selecting a type of log you can select from New Note, Email, Log Activity, Schedule, Tasks, SMS, Email Campaign.
Log created by
You can also filter logs by who created a particular event. You can select all or individual someone.
Log created for
From WP ERP v1.3.6, users will be able to search for both contacts and companies using this drop-down filter.
Filter option for which customer the log was created. You can search for a name and select.
It will automatically filter by your given information.
Log creation date
To filter by date go to Created Date menu and select your desired date.
After selecting a date it will filter the activities by that date.
