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Activity filters defaults

  • 14 June 2021
  • 1 reply
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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? 

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Best answer by Evan from Copper 14 June 2021, 18:40

Thank you for the question, @Craig B! I did some testing of this myself and found that once I log out of Copper, these activity level filters do not save. I have added this item to our Ideas section of the Community  so that our Product Team has clear visibility. I can definitely see how this would be valuable. 

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. 

 

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Thank you for the question, @Craig B! I did some testing of this myself and found that once I log out of Copper, these activity level filters do not save. I have added this item to our Ideas section of the Community  so that our Product Team has clear visibility. I can definitely see how this would be valuable. 

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.