Advanced

Select the Advanced tab.

Calendar Type

Specify the type of calendar on which the activity resides. For example, if you are searching for activities that are related to a customer, you might enter CRM to search on CRM calendars only.

Activity Status

Specify the status of the activities for which you are searching. You can search for completed or open activities.

Priority

Specify the priority level of the activities for which you are searching.

Start Date

Enter the beginning date in a range of dates in which to view events and tasks. The system displays all events and tasks that end on or after the date that you enter.

The date range is restricted to 62 days if you do not specify an identifier ID.

End Date

Enter the ending date in a range of dates in which to view events and tasks. You must enter a date in this field to view recurring events and tasks. The system displays all events and tasks that begin on or before the date that you enter.

Owner Type

Specify the owner type of the activities for which you are searching. Values include:

• Address Book

• Branch/Plant

• Company

• State/Province

• Union

• Work Schedule

Owner

Specify the owner of the activities for which you are searching. The system uses the value in this field along with the value in the Owner Type field. For example, if you enter Company in the Owner Type field, you must enter a valid company number in this field.

Identifier ID Type

Specify the identifier type that is associated with the activities for which you are searching. Values include:

• Address Book

• Branch/Plant

• Company

• State/Province

• Union

• Work Schedule

Identifier Type

Specify the type of identifier that is associated with the activities for which you are searching.

Identifier

Enter the identifier that you want to search for. The system uses the value in this field along with the value in the Identifier Type field to determine which activities to display. For example, if the value in the Identifier Type field is Address Book, you must enter a valid address book number in this field. The system then searches for activities that are associated with that address book number.

Associations

Enter a value in any of the following fields to search for activities that have been associated with any of these entities:

• Customer

• Customer Contact

• Partner

• Partner Contact

• Lead

• Opportunity

• Case

Recurring Activity Only

Select to search for recurring activities only.