The purpose of the Activity Tab is to show the history of Tasks, Documents, Appointments, Proposals,and Audit changes. When using the Activity Tab in Account Details the Account Number will auto-fill.
Date Range Filter – filters the selected items by that date range. The default range is defined in the Administration Console (Activity Search Default Date Range)
Account – filters by the selected account – in the event of transferred accounts all linked account information will be displayed
Find Now – refreshes the search
Clear – deletes the date range and account filters