Activities related section
The Activities related section displays the activities linked to the selected entity.
Note: You can view,
schedule, edit, complete, accept or decline, or delete the activities based on the
calendar security settings. You can also view activities linked to the contacts, leads,
accounts, opportunities, or tickets that you can access.
You can access this section from the details page of these entities:
- Account
- Contact
- Invoice
- Lead
- Opportunity
- Quote
- Sales Order
Note: The workspace can be different based on the
access rights provided to you or the customization.
The toolbar options available in this section:
- : Use this option to add a new activity based on the selected activity type.
- : Use this option to view or modify the data related to the Activity linked to the selected entity. A maximum of 20 records are displayed the in a Card or List format.
For each record, you can:
- View the type of activity and check if the activity is past due.
- Click the subject of the activity to view or modify the activity details.