Filtering the Interaction List
At any time, you can select a subset of the interactions list by using the filter option.
To do that:
- Ensure that the Interactions tab is open in the Address Book, Opportunities, Customer Service, or the Hotlist module.
- Click the filter icon.
- Enter a Date range for filtering the interactions.
- In the Users list, select a user that created the interaction.
- Select interaction types:
- To include all the interactions, leave the Interaction types check box selected.
- To include specific interactions, clear the Interaction types check box, and select the check boxes next to the interactions of your interest.
- Click OK.