Activities Views

The Activities Views are used to display listings of scheduled activities. They are essentially a saved database query. You can modify them and create new ones - even give them names that appear in the Activities Views menu.

 

 

You can create new Activity Views by using the Add/Delete View command. Creating new views allows you to create pre-filtered views (database query) of your activities for specific purposes. See the help topic: Working With Views for more information about creating and customizing views.

 

The example below shows a sample screen portion of an All Activities view:

 

 

To see the information relating only to a specific account, simply click on the Account Name - which displays the Account Detail View.