Attach an Activity to Account
- Select the Activities button.
The Activities screen displays.
- Enter your search criteria.
If a contact already has activities, they will display. If not, you can create an activity by selecting the New button.
- Fill in the Activities information on the Detail tabbed form.
- Select the Attach button to attach the activity to the account.
- Select the Notes tab to enter any comments.
- Select the Assignments tabbed screen.
- Select the OK button.
The Main Activities screen re-displays with the new activity listed.
- Select the Close button to exit.