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Activity Feed

Jessica Davis
Updated

The CRM Activity Feed is a static system widget that displays in each users dashboard.  It will show an ongoing feed of the different activities logged in CRM.  This includes new records, updates, and internal posts for sharing information.

 

Using the Activity Feed

  • Posting to the Feed

You can create a Social Post by clicking in the comment area to type a message.  Expand the formatting grid to format it before Posting with the options along the bottom.

 

  • Viewing items in the Feed

Your Activity Feed will show all activities that you have permission to see, based on your refresh setting, from items assigned to you or your Groups.  Some of the most common items that appear are:

Icon Description Icon Image Activity
Play button
Tasks, Comments
Bullseye
Opportunity records created
Funnel
Process stage activity
Paper with pencil 
Quotes
Telephone
Logged Call Action
Rolodex card
Contacts
Folder
Other record activities
Calendar
Calendar Event
Headphones
Services
Megaphone
Campaigns

Note: The activities shown here are similar to those created from the Activity Log and shown in the Action History when viewing a record.

 

  • Commenting on Posts

You can Toggle on the Comments, from the gear icon, to add or view comments on each item.

 

  • Filtering the Feed

To filter your view, use the Filter icon in the top right of the widget, then select which Mode to use:

Full Filter Mode

  1. Go to the CRM Homepage.

  2. Open the Activity Feed and switch to the Full Filter view.

  3. Use the available dropdowns to customize the feed:

    • Visibility

    • Relevant Users (whose events you want to see)

    • Event Types

    • Social Subtypes

  4. Select different combinations of filter options (single and multiple selections) as needed.

  5. Select to Set Default if you want to use this view each time.  Apply Filters to see the updated feed.

Simple Filter Mode

  1. Go to the CRM Homepage.

  2. Open the Activity Feed and switch to the Simple Filter view.

  3. You will see two dropdowns:

    • Show Me (single select, includes an "All" option)

    • Events Associated With

  4. Use the Events Associated With dropdown to select from the following options:

    • Anyone: Display events from all users.

    • My Groups: Display events related to the current user and users from the same groups.

    • Just Me: Only display events associated with the current user.

  5. Combine the options as needed to change what displays in the feed.  Click Go.

Note: The past activity available to view will depend on the delete settings enabled by your administrator.

  • Interacting with a Post

The options below the activity can be used to interact with the post.

> Comment bubble will indicate how many comments are posted on this item.

> Exclamation icon will highlight this post as important for everyone.

> Thumbs up icon will add a like to the post.

> Megaphone will broadcast this post to selected users as a notification.

  • Viewing Activity Feed widget

The activity feed can also be added as a housekeeping widget in the right side pane.  This will allow the feed to be displayed, in an abbreviated view, even while viewing accounts or other records in CRM.

 

Report on Activity Feed

Activity Feed Email Reports automate the generation and periodic distribution of summarized activity data from the CRM activity feed. This functionality helps users stay informed about relevant events without actively monitoring the CRM system, such as sales managers that may be on the road most days.  This option provides the following key features:

  • Flexibility: Users can tailor reports to their specific needs by filtering relevant activities and setting custom frequencies.

  • Automation: Once configured, reports are generated and sent automatically, reducing manual oversight.

  • User-Centric Scheduling: The system respects the time zone of the admin user, ensuring accuracy across different regions.

Configuration and Process

  1. Creating an Activity Feed Report

    • Navigate to the Activity Feed widget on the CRM homepage.

    • After setting the needed filters, Click the Create Report button to proceed.

 

  1. Report Setup Page: This page allows detailed customization of the report

    • Report Name: Assign a descriptive name.

    • Date Range: Defines the frequency of the report:

      • Daily: Shows the field Day of Week to select one or multiple days (Sunday to Saturday).

      • Weekly: Day of Week field allows selecting a single day.

      • Monthly: The Day of Week field is hidden.

    • Hours: Sets the time for the report to be generated and sent.

    • Limit: Defaults to 10, indicating the maximum number of rows to include in the report.

 

  1. Actions

    • Send Test Email: Sends a preview of the report to the email address associated with the current user’s profile.

    • Create: Finalizes the report creation and redirects to the Manage Email Reports page.

  2. Manage Email Reports Page: Displays a grid listing all scheduled reports with the following columns:

    • Name: Report’s descriptive name.

    • Schedule: Details the configured frequency and time, including the creator’s time zone.

    • Active: Indicates whether the report is currently enabled.

    • Last Sent: Shows the date and time when the report was last sent.

    • Next Process Time: Displays the next scheduled execution time.

    • Controls: Provides options to Stop or Delete the report.

 

 

 

 

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