Managing Activities - Item Details
When you are working with activities, you can go into the item details and do the following:
- Click the Details
tab to view the item details, such as start and end date, assigned
partner, employee responsible, view and modify notes, and so
forth.
- Click the Partners
tab to view details for a partner, or add or delete entries.
- Click the Relationships
tab to view active relationships.
- Click the Attachments
tab to view or add attachments.
- Click the Document
Flow tab to view the flow of documents for the activity.
See Also
Managing Activities OverviewCreating Activities OverviewView the List of Activities