Skip to main content

Activity Feed Filters

Easily find your client's activity in their profiles

Written by Sofia Zúñiga Vega

The Activity Feed displays all the Communications and Billing-related actions in real time. This can be found in the contact's profile under the Activity tab.

In some cases, a contact may have numerous items in the Activity Feed, and it is time-consuming to scroll and look for a very specific activity or a specific day.

To avoid having to scroll over all the activities, you can use the Activities filter; just select the type of activity, and the system will show you the activities based on the selection.

You can also search for an activity using a keyword by typing it in the search bar.

Click the Refresh button to see the latest activity of the contact.

Important Reminder:

  • When filtering the activities, the Pinned items will appear first in the Activity Feed, next will be the Upcoming/Scheduled items, and then the activity that you selected to filter.

  • At the moment, there is no filter for billing-related activities.

  • When you click Load More, it will reset the selected filter and load everything.

  • The Activity Feed, by default, will display the 20 most recent activities of the contact.

Did this answer your question?