Forms Used to View and Modify Activity Information
Form Name |
FormID |
Navigation |
Usage |
---|---|---|---|
Contact - Search For Contacts |
W90CA070C |
Daily Sales Force Automation Processing (G90CA01), Contact. CRM Foundation Daily Processing (G90C01), Contact. Daily Support Processing (G90CE01), Contact. |
Find and select the contact whose information you want to view. |
Contact - Manage {Contact Name} |
W90CA070B |
On Search for Contacts, select a contact. |
View contact information. |
Activity - Edit |
W01301B |
Select an activity record on Contact - Manage {Contact Name} form, Activities tab, Activity link. |
View or modify activity information. |
Add Activity |
W01301B |
On the Contact - Manage {Contact Name} form's Activities tab, click Add. |
Add a new activity for the contact. |
Contact - Manage {Contact Name} Activities tab (Email link) |
W90CA07EA |
Click Email on the Activities tab. |
View email information related to the contact. |
Action Plan Search and Select |
W01401A |
On the Contact - Manage {Contact Name} form's Activities tab, click Link Action Plan. |
Find and select the action plan to which you want to link the activity. |