Searching for Activities

Using the Activities module’s search tools, it is easier than ever to find your communications with your stakeholders. This article explains how to use the search tools, including how to customise them to your liking.

Searching for a stakeholder

To search for an Activity, make your way to the Activities module from the top navigation bar.

Click the Search button to run a search. If you leave all the search fields blank, the results will display every single Activity in your Tractivity system (or in the current Project, for systems with multiple Projects). This includes all types of Activities, whether associated with Contacts, Enquiries, or any other type of record.

To refine your search, you can use the search fields. For example, you can enter “Feedback” into the “Title” field. Click Search, and the results will display any Activity with the word “feedback” in the Activity Title.

Search Settings

The fields available to use as search filters are completely customisable. To change the fields available to use, click the Settings button to open the Search Settings menu. This menu will list all available search fields on the left-hand side, and your selected search fields on the right-hand side. To add a field to your selected search fields, drag the field over from the left-hand side onto the right-hand side with your mouse cursor.

Similarly, if you want to remove a field from your selected search fields, just drag it over from the right to the left.

The fields available to choose from are all based on information associated with Activities, such as categories, when the Activity was created and the status of the Activity. (Please note that information from associated records, such as Contacts or Enquiries, cannot be used to search for Activities at this time.)

Once you’re happy with your selected search fields, just click Confirm Selection.

Editing Search Results

As well as the Activity’s Title, the results can display up to 3 additional details for each Activity. By default, this will show the start date and time for the Activity. You can edit the details displayed in your results by clicking the cog icon above each column to display the Column Settings menu.

In the Column Settings menu, you can decide which details are displayed for Activities. Just drag the detail you want to display from the left-hand menu to the right-hand menu. Then click Save.

If you click Export Results, a CSV file containing the search results will be downloaded. This file will only include information you have selected in the Column Settings menu, so please bear this in mind before clicking Export if you need some specific information about your Activities.