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.

You can only edit the details of a history item that you create. However, you can schedule a follow-up activity and carry over any notes or attachments.

To view or edit

1. Open the Contact, Lead, Account or Opportunity Detail view with the associated note or history item.
2. Click the Notes/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.
3. Depending on the history item type, you may change the following information:
   • In the Result and Category boxes, click the drop-down arrow and select an item from the list, and then click OK.

     The Notes Detail view does not have a Result field.

4. In the Notes box, type any additional information.
5. If necessary, schedule a follow-up activity.
   1. In the Follow-Up box, select the type of activity to schedule.
   2. Select the Carry Over Notes check box to copy notes from this activity to the follow-up activity.
   3. Select the Carry Over Attachments check box to copy any attachments from this activity to the follow-up activity.

      Any contacts or leads listed on the All Participants tab will also be carried over to the follow-up activity.

6. 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 to CRM button or as part of a mail merge where the Attach e-mail to Each Contact option was selected.
7. 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.

8. Click the All Participants tab to view the users, contacts, and leads associated with the activity and whether or not they were expected to attend. If a participant is marked as an attendee, then you can also edit the status to indicate whether or they attended.
   All users, meaning the leader and any members that were on the Availability tab, are marked as attendees.

   If the Show history for all participants option is not selected, then you will see a history item for only the primary participant. See "Setting Activities Options"for more information.

9. 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