Activity Search List Screen
- 25 May 2023
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Activity Search List Screen
- Updated on 25 May 2023
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The Activity Search List screen provides a list of all activities in the system for all users and behaves like other search lists allowing you to display and filter information to provide the most value in various situations. It is available from the following locations in Aspire:
- From Search Activities in the To-Do List section of the Home screen.
- By navigating to the Main Menu in Aspire.
The logged-in user will only see activities associated with the branches to which they have access. The branch that the activity is closely associated with is determined by the first one of the following that has a value for the activity:
- branch of the invoice associated with the activity
- branch of the opportunity service for the work ticket associated with the activity
- branch of the opportunity associated with the activity
- branch of the property associated with the activity
- branch of who created the activity
Clicking a line item in the search list displays the associated activity on a screen for that activity:
- Appointment Screen
- Issue Screen
- Email Screen
- Task Screen
- Milestone Screen
The New Activity drop-down menu shows the types of activities you can create.
View and Manage Activities | |
Searcha |
|
Advanced Search Toolsb |
|
New Activityc |
|
More Actions Menuf |
|
Search List Entries |
|
Activity Fields
- You can group, filter, display, and group your activities using the fields below.
- If you save a default search, this will automatically populate when navigating to the Activities module.
- If you have not saved a default search, the Default Search [System] when first navigating to the Activities module.
- The list below contains the default and additional fields to filter your searches.
Default Fields | Additional Fields |
Activity Type | Branch |
Activity Category | Completed Date |
Assigned To Contact | Completed By |
Notes | Created By User Name |
Priority | Created Date |
Property Name | Days Since Activity Created |
Regarding | Due Date (only includes current or day before) |
Start Date | End Date |
Status | Include Client |
Subject | Invoice Number |
Regarding | Issue # |
Location | |
Property Name | |
Reminder | |
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