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Viewing and Editing History Items and Notes

Use the History Detail View to see in-depth information about a completed activity, e-mail, literature request, note, change to the database, Visual Basic script, or question.

To view or edit

1. Open the Contact, Lead, Account or Opportunity Detail view with the associated note or history item.
2. Do one of the following:

1. Click the Notes/History or History tab, and then click the History Type link for the history item you want to edit. If the tab is not visible, click the More Tabs tab.
2. Click the Notes tab, and then click the Note link for the note you want to open. If the tab is not visible, click the More Tabs tab.

3. Depending on the history item type, you may change the following information:

• In the Result, Regarding, and Category boxes, click theellipsis button and select an item from the list, and then click OK.

4. If necessary, schedule a follow-up activity.
1. Select the Carry Over Notes check box to copy notes from this activity to the follow-up activity.
2. In the Notes box, type any additional information.
3. In the Follow-Up box, select the type of activity to schedule.
5. If available, click Open E-mail to open the original e-mail message.

This is only available for e-mail messages sent using the Send SLX button or as part of a mail merge where the Attach e-mail to Each Contact option was selected.

6. Click the Attachments tab to add or view a document or URL.

The Send SLX button in Outlook saves e-mail attachments using one of the following methods: E-mail attachments are saved as individual files A single e-mail attachment that contains the e-mail and all attachments The method used is determined by your administrator.

7. Click OK.

If you scheduled a follow-up activity, the Schedule an Activity dialog box appears for you to complete.

Related Topics

Adding History Items

Deleting History items

Activities Overview