Notes/History Tab

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.

How Do I?

Open the Notes /History tab
Apply filters
Preview note or history details
Open a note or history record
E-mail history records
Send history items to Microsoft Word
Add a note

Complete an activity to add as a history item

Related Topics

Viewing and Editing Notes

Viewing and Editing History Items

Deleting a History Item

Deleting Notes

 

 

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