Navigation:  5 Using Total Enterprise CRM > 5.7 Calendar > How to work with Calendar? > How to perform search to find a record using grid's filters?

 

You can perform search to find a record using grid's filters, as described here:

 

Step 1: Select 'Calendar' tab

 

 

On ribbon, click the "Calendar" tab.

 

Step 2: Use Grid's Features

 

 

Below the My-Activities tab, you can see a set of tables which contain related records (only one type of records are present in one column).  This table is called grid. On the grid you can quickly see  the main details of the record.

 

By using this grid, you can filter activities by type, by date or by subject.

 

Note:

If you need to edit any existing record shown in this grid – a quick double-click will launch an editor/form for editing. Click 'Save & Close' when you have done.

 

In Total Enterprise CRM activities are listed in a grid; using remarkable features of this grid, you can further interact with these activities. To do so, choose any of the actions listed below:

 

Activities are listed in a sortable, flexible grid. You can sort these activities either in ascending or descending order. You can also perform search techniques using CRM grid to exactly find the activitie you are looking for. For details:

 

To observe activities in a grouped view, you can group them by any desired field. For details:

 

Exporting records in activities can be performed quickly and easily to Excel sheet from any grid in the CRM system. For details:

 

Note:

Some features are same for every grid under any tab you see in the Total Enterprise CRM system. These are:

. Copy, delete or refresh records and create a new or open an existing record.

. Sorting, searching and grouping records

. Assigning/removing tags & filtering by tags

. Exporting and importing records

. Printing any set of records

. Split-View to view list of items and data