[{"data":1,"prerenderedAt":227},["ShallowReactive",2],{"\u002Fupdates\u002F2026-11-05-choose-the-activities-each-record-opens-with":3,"surround":222},{"id":4,"title":5,"body":6,"date":200,"description":201,"extension":202,"head":203,"meta":204,"navigation":210,"path":211,"schemaOrg":203,"screenshot":212,"screenshotMargin":213,"seo":214,"sitemap":215,"stem":216,"tags":217,"__hash__":221},"updates\u002Fupdates\u002F2026-11-05-choose-the-activities-each-record-opens-with.md","Choose the activities each record opens with",{"type":7,"value":8,"toc":191},"minimark",[9,13,18,52,56,78,82,132,136,164,168,182],[10,11,12],"p",{},"Activity filters help you find the call or meeting you need on a busy record, but they cleared as soon as you moved on to the next one. Now each collection can save default filters, so every record opens on the activities your team checks most.",[14,15,17],"h2",{"id":16},"whats-new","What's new:",[10,19,20,24,25,28,29,32,33,36,37,40,41,44,45,47,48,51],{},[21,22,23],"strong",{},"Default filters"," is a new setting under ",[21,26,27],{},"Activities"," in a collection's configuration, below ",[21,30,31],{},"Activity types",". Filter by ",[21,34,35],{},"Type",", ",[21,38,39],{},"Content"," or ",[21,42,43],{},"Timestamp",", and every record in the collection opens its ",[21,46,27],{}," tab with those filters applied. The funnel (",[21,49,50],{},"Show filters",") icon shows how many are in force.",[14,53,55],{"id":54},"why-it-matters","Why it matters:",[57,58,59,66,72],"ul",{},[60,61,62,65],"li",{},[21,63,64],{},"Start on what matters"," with each record opening on calls and site visits rather than every automatic change.",[60,67,68,71],{},[21,69,70],{},"Give the team one starting point"," while anyone can still clear the filters for a visit.",[60,73,74,77],{},[21,75,76],{},"Change activity types safely"," as filters follow a rename and a deletion is previewed first.",[14,79,81],{"id":80},"how-it-works","How it works:",[83,84,85,92,101,116,123],"ol",{},[60,86,87,88,91],{},"Open the collection, click the options menu (⋯) and select ",[21,89,90],{},"Configure",".",[60,93,94,95,98,99,91],{},"Under ",[21,96,97],{},"Features",", select ",[21,100,27],{},[60,102,94,103,105,106,98,109,36,111,40,113,115],{},[21,104,23],{},", click ",[21,107,108],{},"Add filter",[21,110,35],{},[21,112,39],{},[21,114,43],{},", set the value and confirm with the tick.",[60,117,118,119,122],{},"Click ",[21,120,121],{},"Update"," to save.",[60,124,125,126,128,129,131],{},"Open a record and select its ",[21,127,27],{}," tab. Click the funnel (",[21,130,50],{},") icon to review or change the filters for this visit.",[14,133,135],{"id":134},"when-to-use-it","When to use it:",[57,137,138,148,154],{},[60,139,140,143,144,147],{},[21,141,142],{},"Facilities teams"," checking a building's history can open every property record on its ",[21,145,146],{},"Inspection"," activities.",[60,149,150,153],{},[21,151,152],{},"Account managers"," preparing for a client review can open each account on calls and meetings, without the automatic field-change notes.",[60,155,156,159,160,163],{},[21,157,158],{},"Recruitment teams"," moving between candidates can open each one on ",[21,161,162],{},"Interview"," activities, so feedback is the first thing they see.",[14,165,167],{"id":166},"get-started","Get started",[10,169,170,171,173,174,176,177,179,180,91],{},"Open a collection's ",[21,172,90],{}," settings, select ",[21,175,27],{}," and click ",[21,178,108],{}," under ",[21,181,23],{},[10,183,184,185,190],{},"If you have questions or feedback, we would love to hear from you. Email ",[186,187,189],"a",{"href":188},"mailto:support@kinabase.com","support@kinabase.com"," — we're listening.",{"title":192,"searchDepth":193,"depth":193,"links":194},"",2,[195,196,197,198,199],{"id":16,"depth":193,"text":17},{"id":54,"depth":193,"text":55},{"id":80,"depth":193,"text":81},{"id":134,"depth":193,"text":135},{"id":166,"depth":193,"text":167},"2026-11-05","Save default filters for a collection's Activities tab, so every record opens on the calls, meetings or visits your team checks most.","md",null,{"readingTime":205},{"text":206,"minutes":207,"time":208,"words":209},"2 min read",1.42,85200,284,true,"\u002Fupdates\u002F2026-11-05-choose-the-activities-each-record-opens-with","\u002Fupdates\u002F2026\u002F2026-11-05-choose-the-activities-each-record-opens-with.png",false,{"title":5,"description":201},{"loc":211},"updates\u002F2026-11-05-choose-the-activities-each-record-opens-with",[218,219,220],"Activity","Filter","Collection","i8eJREUrgwZ7NwXNgKX7I2ttAuCxXO8EzSYTYWV7gSI",[223,203],{"title":224,"path":225,"stem":226,"children":-1},"Send reporting categories to Xero on new invoices and bills","\u002Fupdates\u002F2026-11-04-send-reporting-categories-to-xero-on-new-invoices-and-bills","updates\u002F2026-11-04-send-reporting-categories-to-xero-on-new-invoices-and-bills",1793892117026]