Viewing pending activities and past history associated with a record

You 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

1. Open a record.  For example, you might open a company or contact record.
2. On the left, click the Activities option.   A list of pending activities scheduled with the record will appear.
3. 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.

 

Advertisements