The Notes/History Tab displays on the Account, Contact, Opportunity and Lead Detail views. The tab contains filtering options that allow you to quickly access important information. You can also use this tab to e-mail a history record or create a Microsoft Word document.
The default Notes/History tab displays all interactions such as meetings, phone calls, to-dos, mail merge items, e-mail messages logged to history, and literature requests. It also displays notes associated with each interaction.
Complete an activity to add as a history item
Viewing and Editing History Items