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.