Activities View | SalesJunction|Web based CRM for Small Business

Activities View

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.