Searching for Tasks & Activities


Complete the following steps to search for Appointments, Tasks and Notes:

1. Select the Contacts tab and from Contacts drop down menu, select Classic Search.

2. In the Contact Search window, select the Advanced button.

3. In the Contact Search window, select the following:

  1. From “Where”, select Task and Activities 
  2. Select Appointment Type 
  3. Is
  4. Appointment 
  5. Click GO

The appointment result will display in the Contact Search Results window.

Helpful Hint: Repeat the steps above to view Tasks and Notes.