Working with the Activities list view Shortcut menu
The Activities list view shortcut menu enables you to view, complete or delete the activity, or access the associated contact or lead.
To view the shortcut menu:
- Access the Activities list view. See Using the Activities list view
- Click My Activities, All Open, Past Due or Alarms group.
- Right-click an activity in the list.
The Activities list shortcut menu, has these options:
| Menu Option | Description |
|---|---|
| Open Activity | Used to view or modify activity details. See Scheduling an activity |
| Complete Activity | Used to access the complete activity view. See Completing an activity |
| Delete Activity | Used to delete an activity. See Deleting an activity |
| Go To | Used to view the detail view of records associated with the activity. |
| Schedule | Used to schedule a phone call, meeting, to-do, or personal activity. |