How can I keep filters in the notes section of a case or task constant across all forms?

Nolan Schroff
Kilo Contributor

Hello! In the notes tab of a case or task I have used the filter option to hide activities that I have no need of seeing a message for. When I do this it saves my preference for the specific record, but I would like to know if there is a way to have my preference saved across all forms that I open.

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I have unchecked the Sent/Received Emails option. I never have a need to see these notifications in the activities section of any form. How can I keep all of my forms filtered this way? Is there an alternate solution rather than unchecking it each time I access a form? 

Thank you!

1 ACCEPTED SOLUTION

bammar
Kilo Sage
Kilo Sage

I think this preference follows you if your on the same table- so if you uncheck emails on incident it should tsay that way as you navigate- so if you have other tables with an activity log- you do the same one time on each table to tailor to what you want.. 

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2 REPLIES 2

bammar
Kilo Sage
Kilo Sage

I think this preference follows you if your on the same table- so if you uncheck emails on incident it should tsay that way as you navigate- so if you have other tables with an activity log- you do the same one time on each table to tailor to what you want.. 

That makes sense thank you very much!