Improvements to the What’s New tab

The “What’s New” tab allows you to see who’s done what and when and answer audit type questions: what happened to this particular contact, company, case or opportunity.┬áIt also allows you to see what data has changed (from->to) and to undo accidental deletes.

Clevertim CRM - The What's New tab

We’ve now added the ability to search the activity based on the name of the contact or company. This is done using the filters. Your options are User, Item type, Company, Contact, Activity type and date.

Clevertim CRM - What's New Filter

Once you’ve selected an option, you can then type the info you want to filter.

Clevertim CRM - User Filter

Clevertim CRM - Filter by date

You can save the filter, in case it is a search that you will do often, e.g. changes to a particular Company, or all changes made by a particular user in your company. There is a Save Filter button on the right hand side of the Filter section.

Clevertim CRM - What's new_Save filter

 

Once you are done and want to go back to the normal screen, either Reset (next to Save Filter), or just press the X on the filter details, as shown below.

Clevertim CRM_What's New_remove filter