- Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)
- Module, Status and Communication: select status(es) and option(s) to include
- Click the [Add Search Criteria] button
- Search Type: Select “Client Activities”
- Select the desired Match Type from the drop-down list:
- Client is associated with activities
- Client is not associated with activities
- Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search