The ability to search in the Activity Plan lets you quickly find any marketing activity you are looking for, without scrolling through the Activity grid (formerly Budget grid). You can easily search for an activity using keywords or the Activity ID.
- On the Activities tab (formerly Budget tab), click on the Search Bar above the Columns*
Tip: Search by keywords or Activity ID.
- Enter your search terms. As you enter your search terms, your Activities will automatically be sorted to display the marketing activities containing your keyword(s) or match your Marketing Activity ID*
Note: To clear your search terms, click the blue x button that appears in the Search Bar.