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

Figure 32.  References List

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.