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The Activities screen provides a searchable, paginated log of all activities recorded across contacts and partners. It is accessible at /ce/activities.

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Overview

The Activities screen displays a timeline of activity records scoped to the current organization. Users can search and filter the list using the Search & Filter card, then page through results 20 at a time. A running total is shown in the Results card header. Users with the ce.analytics.export permission see an Export CSV button; clicking it opens a confirmation dialog before the file is downloaded. If results exceed a documented maximum row limit, a warning note appears in the Results card.

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Who it’s for

Access follows your organization’s role and module configuration. The Export CSV button is gated by ce.analytics.export.

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Before you start

  • Your organization must be set up in the platform (the page remains in a loading skeleton until an organization is resolved).
  • To export results, you need the ce.analytics.export permission.

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Steps

1

Open Activity Search

Navigate to /ce/activities from the Community Engagement menu.
2

Enter search terms or apply filters

Use the Search & Filter card to enter a text query or select filter criteria, then wait for results to update.
3

Page through results

Use the Previous and Next buttons at the bottom of the Results card to navigate pages of 20 records.
4

Export to CSV (optional)

If you have export permission and results are present, click Export CSV, review the confirmation dialog, and confirm to download.

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Key concepts

  • Activity timeline — activities are rendered as timeline items via ActivityTimelineItem; each item includes an activity ID.
  • Export row limit — exports are capped at MAX_EXPORT_ROWS (constant defined in src/cores/ce/utils/exportActivities.ts).
  • Pagination — page size is fixed at 20 records per page.
  • Follow-up tasks — when you log an activity with a follow-up date, Encore creates a platform task tied to the activity. If your organization has M365 calendar push enabled, a PHI-safe calendar event is also written to the assignee’s Outlook calendar. If the calendar write fails, the follow-up task is still created.

Community Engagement

Community Engagement core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/ce.tsx
  • src/cores/ce/pages/ActivitySearchPage.tsx
  • src/cores/ce/utils/exportActivities.ts