Use the Show Filter in Activities

Use the Show filter in activities when you want to:

  • Create saved searches for activities.

  • Search for activities in associated objects, such as opportunities or accounts.

When the Show filter is set to All or Completed, the sort order displays your future activities first, followed by the historic activities. To view future activities:

  1. Sign in to the application as a sales representative.

  2. Navigate to Sales > Activities.

    The My Calendar page appears.

  3. Click the Activities subtab.

    The Activities landing page appears.

  4. Click the Show Advanced Search icon.

    The Advanced Search pane appears.

  5. In the Advanced Search pane, select My Open Activities from the Saved Search drop-down list.

  6. Select Complete or All from the Show field.

    A list of all the future appointments and open tasks appears.