Champ Software Sales Force Portal for Aha

Search Client Activities with “Between” Dates

When searching activities by client, it would be helpful to select dates to search “on” or “between”. Often we need to find activities for a particular client for a particular month. Currently, we can find them with a report we built, but it would be convenient to find them without always going to reports and changing our filters. Our other current option is to search all their activities and click through until we find the dates needed. Again this works, but is less efficient.
  • Champ Ideas
  • Jul 17 2017
  • Future consideration
  • Champ Ideas commented
    August 22, 2017 21:20

    Also would be nice to have Activity On date for client activity search