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:

  1. Click Phone Call, Meeting, or To-Do on the Log menu.
  2. 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.
  3. Determine the history item for a particular time or if it is timeless:
    1. 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.
    2. 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.
  4. Modify the Completed date if required. To modify the date, click Calendar to select the date.
  5. Select an item from the Result field.
  6. 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.
    1. Click the arrow and select the type of record that must be associated, and click the Associate icon.
    2. 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.
    3. 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.
  7. Specify additional information on the Notes field.
  8. 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.
  9. 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.
  10. 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.
  11. 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.
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