The Activity Log is an organized log of all scheduled and completed activities created for the active account and/or contact. The drop-down list fields at the top of each subdivided frame allow you to filter for very specific activities.
If you have attached a document to an activity, you will see a paper clip icon to the left of that activity in the Activity Log. To open the attachment, move your pointer over the paper clip, right click, and then hover your pointer over the Attachments selection. Another menu will open displaying all the documents that are attached by their name. Hover your pointer over the document you wish to open and another menu will open giving you several options. Select Open.
The number of completed activities displayed is dependent on the settings specified in the Preferences window. You can display more activities (one month at a time) by clicking on the Get More button, or you can retrieve all the completed activities by clicking on the Get All button.
At the mid-point of this window is a subdivision bar which can be used to change what is viewed in the window. When selected, the up and down arrows on the left end of the bar can eliminate either the scheduled or completed activities from view. To view more of the activities from either activity list, hover with the mouse over the bar and drag it up or down. The two separate frames (and their controls) are independent of one another in this window.
To view a more specific list of activities for the opened account or contact, select from listed items in the following fields (listed below). As these selections are made, activities are refined and the column headings in the list box will be eliminated. The list will then display only those activities based on the field selection choices.
Category: Tab to this field to select a category (department) from the drop-down list.
Regarding: After selecting a category, tab to this drop-down list to select only those activities regarding a specific action.
Type: Tab to this field to select from a list of activity types.
Priority: Tab to this drop-down list to select a priority level for the activity.
Highlight and double-click on an activity in either list box (scheduled or completed) to open that Scheduled or Completed Activity window. The order of the column headings for this box may be changed by clicking and dragging the column headings to the left or right. Clicking any of the headings will arrange the listed records according to that heading. Clicking the same heading again will reverse the order. You may also increase or decrease column widths by dragging the mouse between column headings.
The first 50 characters of the Activity Notes will be displayed in the Notes field of the Activity Log. To view the complete notes for an activity in the log, right-click anywhere within its row. To scroll through the text in the pop-up window, use the scroll bar on the right. To close the pop-up notes click anywhere outside of the window.
Note: The Activity Notes field can contain a maximum of 16,340 characters. Of those, only the first 50 characters will be displayed in the Activity Log so that this window loads quickly.
Refresh: The Refresh button will update any activities which have been scheduled, changed, or completed since the window was opened.
Customize: Select this button the customize the column layout.
Cancel: This button exits the Activity Log window.
Help: Displays online Help for the active window.