The All Notes Shown Activity Log, like the Activity Log, is an organized listing of all scheduled and completed activities created for the active account and/or contact. The Extended Activity Log displays all notes for each activity upon launch, whereas the Activity Log displays one line of notes with a right-click option to view all notes. The drop-down list fields at the top of each subdivided frame allow you to filter for very specific activities.
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.
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.
Opening Attached Documents from the All Notes Shown Activity Log
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.
Completing an Activity from the All Notes Shown Activity Log Scheduled Activity Pane
1. To complete an activity from the Activity Log, move your pointer over the small box at the far left of the activity.
2. Right click on the box and then select Complete this activity. Or simply highlight the activity you wish to complete and double click on it to open the activity and then select the Complete button.
This box will be grayed out if an account has no child accounts. If checked in a parent account, then all the parent account's activities will be displayed along with all of the activities for each of the child accounts.
Special Rules for child account activities: If you double click on a child account in the scheduled or completed activities panes, the message box seen below will pop up. If you select Yes, then the child's account summary window will open and you will be able to complete the activity for the child account. If you select no, then the scheduled activity will open, but the OK button will be grayed out. No changes will be saved at this point.
Get More / Get All Buttons
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.
Push Buttons
Refresh: The Refresh button will update any activities which have been scheduled, changed, or completed since the window was opened.
Cancel: This button exits the Activity Log window.
Help: Displays online Help for the active window.