PMR support request - Filter by word in Activity Description

Started by Sara Lieser, September 28, 2010, 06:38:27 AM

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Sara Lieser

I submitted a PMR asking Applied to add the activity description as a field in the activity filter (so we can search a on a word - just like we can search a word in the name of attachments).  If you agree that this would be helpful to your staff, would you also request it - I was told that mine was the first request they had for it...

Thank you!
Sara Lieser
Commercial CSR/Workflow
Mahowald Insurance Agency
Saint Cloud, MN
Epic 2014, 39 Users

Andrew Carrick

Good idea. They also need to link Activities with Claims.
Jelf Insurance Partnership
Hull, East Yorkshire, UK
Me and TAM used to have a thing but we've split amicably. She got the kids, I got the Camaro and the maid.

Ian Blundell

They already have it in the Attachment filter so it shouldn't be too hard to build.
Ian Blundell
BHB Insurance
35 users, TAM 10.7, Fax@vantage 7.2