How can I create a customized view of expired activities? I need some kind of
view like "Activities which expire today".

What can I do?

RE: Expired activities by imumar

imumar
Fri Mar 09 16:01:16 CST 2007

Hi,
You can create new views from customizatoin section. Open Activity entity
for customization, click Views and than click on New.
Add filter to show all activities whose due data is today or before today.
This view will show your expired entities.

Please do click on Yes or No if this post was helpful or not.

You may contact me directly at my email address if you need any help on MS
CRM.
--
take care,
uMar Khan
imumar@gmail.com


"arielqs" wrote:

> How can I create a customized view of expired activities? I need some kind of
> view like "Activities which expire today".
>
> What can I do?

RE: Expired activities by arielqs

arielqs
Fri Mar 09 17:41:14 CST 2007

I know how to do that, but I do not know how to specify today.

Thanks for your help.

"uMar Khan" wrote:

> Hi,
> You can create new views from customizatoin section. Open Activity entity
> for customization, click Views and than click on New.
> Add filter to show all activities whose due data is today or before today.
> This view will show your expired entities.
>
> Please do click on Yes or No if this post was helpful or not.
>
> You may contact me directly at my email address if you need any help on MS
> CRM.
> --
> take care,
> uMar Khan
> imumar@gmail.com
>
>
> "arielqs" wrote:
>
> > How can I create a customized view of expired activities? I need some kind of
> > view like "Activities which expire today".
> >
> > What can I do?

RE: Expired activities by imumar

imumar
Sat Mar 10 03:06:05 CST 2007

Hi,
here is how u will specify the filter. Following are two filters with Group OR

1. Due Date Today
2. Due Date Last X Years 100

Than select these two filters and apply GROUP OR on them.

These filters means,, show all activites whose due date is today or before
today.
You may add more filters as required.

Please do click on Yes or No if this post was helpful or not.

--
take care,
uMar Khan
imumar@gmail.com


"arielqs" wrote:

> I know how to do that, but I do not know how to specify today.
>
> Thanks for your help.
>
> "uMar Khan" wrote:
>
> > Hi,
> > You can create new views from customizatoin section. Open Activity entity
> > for customization, click Views and than click on New.
> > Add filter to show all activities whose due data is today or before today.
> > This view will show your expired entities.
> >
> > Please do click on Yes or No if this post was helpful or not.
> >
> > You may contact me directly at my email address if you need any help on MS
> > CRM.
> > --
> > take care,
> > uMar Khan
> > imumar@gmail.com
> >
> >
> > "arielqs" wrote:
> >
> > > How can I create a customized view of expired activities? I need some kind of
> > > view like "Activities which expire today".
> > >
> > > What can I do?