Customizing Activity Templates screen

Filters and Sorting

To apply filters and sort columns, follow the steps below

1. Click on Filters, beside the search box and apply the following filters.
   1. Type/Subtype: Select the type or subtype from the dropdown options
   2. Status: Select either Active or Inactive
   3. Show Favorites Only: Switch the toggle to display records marked as favorites.
2. To sort the data in ascending and descending order, click on the arrow in the favorite column header.

   

   Marking an activity as a favorite

   To mark an activity as a favorite, click on the star icon beside the Activity Name.