Basic and Advanced Activity Search

When searching for activities, you can use these methods:

• Basic search

• Advanced search

The basic search functionality enables you to find tasks and events using basic search criteria, such as:

• Subject

• Activity type

• Owner type

• Owner

• End Date

• Address book

Occasionally, you need to use more detailed search criteria to find activities. Using the advanced search function, you can search for activities using these additional search criteria:

• Calendar type

• Activity status

• Priority

• Start date

• Identifier type

• Identifier

• Associations

You can also use the advanced search to find only activities that have recurrence information or to find all of the assignee records that are associated with the master record of an activity. You use the All Assignees option to find all assignee records that are associated with a master record, but you must verify that the Identifier field is clear before you select the option.

Whether using the basic or advanced search, you can use saved queries to search for activities. For example, if you frequently search for Priority 3 tasks for a particular user, you can create and save a query to search for activities that meet that criteria. After you enter the criteria that you want to use to search, you then click the Save Queries link to name the query. After you have named the query, it appears in the list of available choices in the Select a Query field. You then select the query and click Find to search for activities that meet the specified criteria.