When looking at a lead or contact, I can change the activity filters to show all, or just notes, emails etc but is there a way to set the activity filters as a default for all leads/contacts etc in general settings?
Best answer by Evan from Copper
Thank you for the question,
While different from the use-case you mentioned, I did want to point out that you can filter by Activity Type at the overall record level (i.e. filter your entire list of People to see which individual people records have been involved in a phone call in the last 3 months, etc). These filters can be saved.