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Configure Field Filters on Activity Panel

Customize the fields that appear in an activity panel to hone in on important changes. Multiple activity panels can be configured individually in a single layout.

💡Things to Consider

Any use who has access to edit the layout can change the field filters. 

 

⚙️Steps

  1. Select Edit Layoutactivity filter - edit layout
  2. Select Add Panel
  3. Select Activity Panelactivity filter - select panel and save
  4. Select Save on the Layout. The activity panel will appear on the layout.
  5. Select Fieldsactivity filter - select fields
  6. Use the search bar to find the deal fields to enable on the Activity Panel. Only changes on the selected fields will appear on the list.
  7. Select the three dot icon, then select Change Panel Headingactivity filter - save change header title
  8. Type a title for the activity panel. Select the save icon to save the changes.