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, create a Microsoft Word document, view an attachment, or edit notes.

The Notes/History tab contains all interactions, including full text notes, and provides filter options for viewing, e-mailing, and printing history items and notes.

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.

How Do I?

Complete an activity to add as a history item

Share notes and history items with Infor Ming.le

Related Topics

Viewing and Editing Notes

Viewing and Editing History Items

Deleting a History Item

Deleting Notes



What's New in this Release


For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at