Searching for a Category or Activity

You can search an activity or category by entering the activity or category name in the Search box of the Activity palette.

You can enter either the full or partial name (a string of characters appearing in the name) of the activity or category in the Search box.

  • All categories whose names either wholly match the search string or contain the partial search string in their name get displayed.
  • Only those activities in the category whose names contain the search string are displayed in the search results. The activities in the category whose names do not match or contain the search string are not displayed in the search results.
  • For any activity whose name wholly or partially matches the search string, the category that contains that activity is displayed. For example, if you enter "delete" in the search box, since there are activities whose name contains the string "delete" in Marketo, Salesforce, Zoho-CRM, all these categories are displayed, even though the category names themselves do not contain the string "delete".