Question: |
How can I view PAST activities COMPLETED for an account/contact etc... I would like to show all activities under an account whether they are still active or completed. |
Answer: |
Depending upon your Activity filter settings, once an Activity has been completed it is usually removed from your activity listings. However, you can elect to see completed Activities by using the Show Filter link or the Show Advanced Criteria link when viewing activities.
Simply place a checkmark next to the Completed option, then click the Search button. The Activity listing will then be updated to show completed activities.
For more information, see the topic in our online help documentation: http://www.salesjunction.com/help/Viewing_Completed_Activities.htm
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