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Associating an Activity with a Reference

In the Activities view, you can see each activity associated with an account. Activities associated with a reference appear in the Calendar view. See Fundamentals for more information on Calendar.

Figure 22 shows a sample References list. Reference record fields provide information on the primary representative, the corporate sponsor, and so on.

Figure 22. References List
Click for full size image

NOTE:  Only these Activity Types appear in this view: Reference - Call, Reference - Testimonial, Reference - Visit.

To associate an activity with a reference

  1. Navigate to the References screen > Reference List view.
  2. Drill down on a reference record.
  3. Click the Activities view tab.
  4. In the Activities list, create a new record and complete the necessary fields.

    For more information, see Activities.

Applications Administration Guide