Completing an Activity from the Activity Log Scheduled Activity Pane
To complete an activity from the Scheduled Log, move your pointer over the small box at the far left of the activity. Right click on the box and then left click on "Complete this activity".
Completing an Activity from the Account or Contact Summary Activity List Box
To complete an activity from the Next Activity Line of the Activity List Box, move your pointer over the small box at the far left of the activity. Right click on the box and then left click on "Complete this activity".
Related Email Address Window
The Email Selection List allows you to quickly select multiple contacts for an email without having to run a report. This facility is particularly useful when you would like to CC all people that were in a particular meeting.
How To:
- Click on the Email Client Icon
located
in the Main Toolbar. - Select File from the Menubar, then "New Email Message" from the pull-down menu.
- Clicking on the "To", "CC", or "BCC" buttons in the New Mail Window of the email client will bring up a Contact Search.
- Once you have located your contact and selected him/her, the Related Email Address Window will open.
- Click on the check box next to the contacts and then "Select" to have their email addresses included in the "To", "CC", or "BCC" fields.
This window shows all of the contacts in Accounts related to the contact you searched for and their corresponding email addresses.