4.6.1 Search an Activity

This topic describes the systematic instructions to Search an Activity.

User can search for activities performed on the accounts associated with the case. User can search for specific activities based on activity type, collector who performed the activity, and the period during which the activity was performed.

To search for an activity:

1. Navigate to the Case Summary page.
2. In the Account widget, select the required account from the account list.
3. In the Activity widget, click .
   The Activity Summary screen is displayed.

   Figure 4-5 Activity Summary

   
   

   
   Description of "Figure 4-5 Activity Summary"

   
   
4. In the Activity section, select the start date of the period during which the activity was performed in the From field.
5. In the To field, select the end date of the period during which the activity was performed.
6. Click Search.