Applications Administration Guide > References >
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
NOTE: Only these Activity Types appear in this view: Reference - Call, Reference - Testimonial, Reference - Visit.
To associate an activity with a reference
- Navigate to the References screen > Reference List view.
- Drill down on a reference record.
- Click the Activities view tab.
- In the Activities list, create a new record and complete the necessary fields.
For more information, see Activities.