Notes and Actions filter - select multiple Types

We have two different teams interacting with the same constituent (large organisation) for different purposes.

We use prefixes to differentiate a fairly large number of action types for each the two teams.

For example, for TEAM1 and TEAM2:

  • TEAM1_Conference
  • TEAM1_Meeting
  • TEAM1_Extension_of_MOU
  • TEAM1_New_MOU
  • TEAM1_Renewal_of_MOU
  • TEAM1_Termination_of_MOU
  • TEAM2_Education
  • TEAM2_Followup
  • TEAM2_Meeting
  • etc

It would be really handy if we could filter the notes and actions for all TEAM1 types, or all TEAM2 types, by selecting multiple Types at once.

It would be useful to filter by multiple notes or action types within a single Team (e.g. all MOU-related actions)

  • Guest
  • Oct 1 2018
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