Viewing Aggregated Activities For an Account

The following procedure shows you how to view aggregated activities for an account.

To view aggregated activities for an account

1. Navigate to the Accounts screen, then the Accounts List view.

2. Drill down on an account.

3. Click the Activities - Roll-up tab.

   The associated account hierarchy appears on screen. All activities associated with the account and all of its child accounts appear in the Activities-Roll-up list.

   In the Activities-Roll-up List, you can:

   • Drill down on an activity type to navigate to the Activities screen, then the Attachments view.

   • Drill down on an account name to navigate to the Account screen, then the Contacts view.

   Note: If you create an activity in the Activities screen and do not set the Account field, the activity will not appear in the Activities-Roll-up list.