Enable the Search of All Activities

Let salespeople search all activities by setting the profile option, All Records I Can See Enabled, to Yes. By default, the value is No, meaning salespeople can only search activities they own or are associated with as a resource.

Setting the profile option to Yes enables the search for all activities, but only in Advanced Search. You can set the profile option either for the whole site or for individual users.

Here's how to set the profile option.

1. In the Setup and Maintenance area, go to:

   • Offering: Sales

   • Functional Area: Sales Foundation

   • Task: Manage Activity Profile Options

2. Click the ZMM_ACTIVITY_ENABLE_ALL_RECORDS link.

3. To enable access at the site level, select Yes in the Profile Value field.

4. To enable access for specific users::

   1. Click the Add icon.

   2. In the Profile Level field, select User.

   3. In the User Name field, search for and select the user name.

   4. Select Yes in the Profile Value field.

5. Click Save and Close.