The ability to search in an Activity Plan lets you quickly find any Marketing Activity/Line Item you are looking for, without scrolling through the Activity Grid. You can easily search for an Activity using keywords or the Allocadia ID.
- On the Activities tab, click on the Search bar above the Columns
Tip: Search by keywords or Allocadia 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 the Allocadia ID
Note: To clear your search terms, click the blue x button that appears in the Search bar.