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How do I Search for Event?
Updated on May 29, 2020 03:28AM by Admin
- Log in to your account. Click on the Calendar from the left navigation panel. You can perform both Simple Search and Advanced Search in the Calendar Activity of Apptivo.
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Simple Search
- Simple Search allows you to search using a search field located in the header bar. It takes one search string as input. Consider searching for an event based on Event name – Name of the event.
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- Results will be displayed as shown in the image below:
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Advanced Search
- Select the Search dropdown in the header bar to redirect to the Advanced Search side panel.
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- Advanced Search in the calendar allows you to search using the fields shown below
- Show – Select the preferred category such as my events, all events, my team’s events, and employee events.
- App – Select the preferred object from a predefined list, such as contacts, customers, cases, etc. For instance: Projects
- Status – Select the preferred status from a predefined list, such as not started, scheduled, in progress, completed, and aborted.
- Start Date – Start date range.
- End Date – End date range.
- Created by – Name of an employee.
- Modified by – Name of an employee.
- Location – Created location.
- Billable – Choose whether the event is billable or not.
- Created on – Mention the Created date.
- Modified on – Mention the Modified date.
- Here, the advanced search is performed based on the start date.
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- Results will be displayed as shown in the image below:
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