Logging Phone Calls, Meetings, or To-Dos to history
You can create a history item for a phone call, meeting or to-do that has already occurred without first scheduling one from the Log menu.
To log a phone call, meeting, or to-do to history:
- Click Phone Call, Meeting, or To-Do on the Log menu.
- Specify this information:
- Regarding
- The purpose of activity.
- Location
- The location at which the activity is organized.
- Category
- The category in which the activity is set.
- Priority
- The priority set for the activity.
- Timeless
- Select this check box to create an activity that occurred on a specific date, but not a specific time and without a specific duration.
- Leader
- The name of the leader of the activity.
-
Determine
the
history item for a particular time or if it is timeless:
- Select the Timeless check box
to create an activity that occurred on a specific date, but not a
specific time and without a specific duration.
- Click Calendar in the Scheduled Time field to select the date when the activity must occur, and click OK.
- Clear the Timeless check box
to create an activity that occurs on a specific date, and a specific
time.
- Click Calendar in the Scheduled Time field to select the date and time when the activity must occur, and click OK.
- Select the Timeless check box
to create an activity that occurred on a specific date, but not a
specific time and without a specific duration.
- Modify the Completed date if required. To modify the date, click Calendar to select the date.
- Select an item from the Result field.
-
Add the required records that must be associated with the history record.
Note: When you add an association, the history record displays on the Notes/History tab on the associated detail view.
- Click the arrow and select the type of record that must be associated, and click the Associate icon.
- Use the Lookup to find the required records
that must be associated, and click Add
Selected.Note: When you associate a record, related records can be associated automatically. For example, when associating a contact, the related account is also associated. To remove the associated record, click the Delete icon.
- If contacts or leads are associated, A confirmation message is displayed to add the
contacts or leads as attendees.
- Click Yes to add associated contacts or leads to the Attendees tab.
- Click No to leave the records as associations.
- Specify additional information on the Notes field.
- Specify a follow-up activity in the Follow-Up field if required. Select the Carry Over Notes or Carry Over Attachments check box to copy notes or attachments from this history record to the follow-up activity.
-
Click the Attachments tab to add a
document or URL and include additional contacts and leads who attended. Any
contacts or leads on this tab can see a history record of the completed activity
on the Notes/History tab on the
associated Contact and Account detail
view or Lead detail view.
Note: Attendees are automatically added as associations and associated contacts or leads are selected to be added as Attendees.
- Click Now to complete the activity using the current date and time. If you scheduled a follow-up activity, the Schedule an Activity window displays.
-
Click the Attendees tab to include
additional contacts and leads who attended. Any contacts or leads on the
Attendees tab can see a history
record of the completed activity on the Notes/History tab on the associated
Contact and Account
detail
view or Lead
detail
view.
Note: Attendees are automatically added as associations and associated contacts or leads can be selected to be added as Attendees.