Viewing and modifying history items and notes

Use the History detail view to see in-depth information about a completed activity, email, literature request, note, change to the database, Visual Basic script, or question.

Note: 
  • Database Change history items are read-only and cannot be modified.
  • You can only modify 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 modify history items and notes:

  1. Access the detail view with the associated note or history item.
  2. Click the Notes/History tab, and click the History Type link to modify the required history item. If the tab is not displayed, click More Tabs. See More Tabs.
  3. Specify this information based on the history item type:
    • Select an item from the list In the Regarding field.
    • Use the Location field to specify a location.
    • Select an item from the list in the Result and Category fields and click OK.
      Note: The Result field is not available in the Notes detail view.
  4. Specify any additional information in the Notes field.
  5. Schedule a follow-up activity.
    1. Select the type of activity to schedule in the Follow-Up field.
    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.
      Note: Any contacts or leads listed on the All Participants tab is also forwarded to the follow-up activity.
  6. Click Open Email to view the original email message. This is only available for email messages sent using the Send to CRM option or as part of a mail merge where the Attach email to Each Contact option is selected.
  7. Click the Attachments tab to add or view a document or URL. See view a document or URL.
    Note: 

    The Send to CRM option in Outlook saves email attachments using one of these methods:

    • Email attachments are saved as individual files.
    • A single email attachment that contains the email and all attachments.

    The method used is determined by your administrator.

  8. Click the All Attendees tab to view the users, contacts, and leads associated with the activity and whether or not they are expected to attend. You can also modify the status to indicate whether they attended. All users, meaning the leader and any members that are on the Availability tab, are marked as attendees.
  9. Click OK.
    Note: If you scheduled a follow-up activity, the Schedule an Activity window is displayed that must be completed. See Scheduling an activity.
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