Filtering contact history

Learn how to filter your contact history by type:

• Go to the contact directly by searching the name or selecting it from the full list under "CRM" in the navigation bar.
• To the right of “History” select the “All activity” link.
• In the dropdown that appears, toggle activity on or off based on what you’d like to see. This will filter the history to show only the toggled activity types.
• To save the filter, select the button “Save as your default." Then choose whether this should apply to contacts and companies, contacts only, or companies only.