
Viewing pending activities and past history associated with a record
February 2, 2010You may remember what you’ve done with a contact or company in your database, but you may not be aware of the tasks and e-mails that others have done with a record.
In the Activities and History tabs within CRM, you can get a full picture of all activities, e-mails, and tasks that have been entered by anyone in your organization.
Step-by-Step Instructions |
- Open a record. For example, you might open a company or contact record.
- On the left, click the Activities option. A list of pending activities scheduled with the record will appear.
- Now, click the History option. This will show a list of e-mails sent, as well as past appointments and tasks that have been completed.
Tips & Tricks |
- Using an iframe, you can add activities and history to the main screen on your record form.
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