F
Florent
Right now, we can't filter activities by specific custom fields, but it wouldn't be complicated to set up.
Right now, you can filter by “custom field” in general. But you can't select a specific custom field, so the information gets lost in the activities.
  1. Purpose of filtering activities in a task:
I’ve created a CRM in ClickUp with custom fields to track key activities, including:
Calls made: A date field to log every call made.
Meetings scheduled (RDV): A date field for each confirmed meeting.
Emails sent: A date field for each email sent.
These fields allow me to centralize and organize all activities related to a contact or opportunity. My goal is to filter the activities within a task based on these specific custom fields. For example, I would like to filter on the "Last Call" field to see all the calls logged by a salesperson, along with the corresponding dates. However, it is currently not possible to filter activities using specific custom fields, even though the information is stored in the activity log.
  1. Details about the Custom Field for Meetings (RDV):
The custom field for meetings is already set up and operational. However, the same issue applies: I cannot filter activities based on this custom field to view all the meetings logged by a salesperson for a particular contact.
  1. Filtering activities vs. keyword search in the log:
In the video, I searched for the keyword "email" in the activity log. What I am actually trying to achieve is to filter the activities within a task using the custom field "Emails Sent" to view only the emails custom field, rather than sifting through all activity history.
  1. Expected results after filtering activities:
I would like to filter and isolate activities tied to specific custom fields (e.g., emails, calls, meetings). This would provide a clear timeline of interactions with a contact, showing the dates logged for these fields. It would also help in tracking the progression of conversations and overall engagement with clients.
  1. Regular need for filtering activities:
This is a fundamental requirement for any CRM. The ability to filter and view specific activities (e.g., calls, emails, meetings) is essential for analyzing sales performance and customer interactions.
For instance, if a salesperson generates a certain revenue but has only logged 5 meetings (tracked via the custom "Meetings" field) with a client during the year, this insight is critical for evaluating efficiency. Currently, filtering specific activities via custom fields like "Meetings" is not possible, forcing us to review all activities, which can be overwhelming and inefficient and more then enough, impossible.