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
Updated over 2 months ago