From CommenceCRM-Help
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| − | When using the Activities module, you may view your activities or depending on your role, you may have access to all company activities | + | When using the Activities module, you may view your activities or depending on your role, you may have access to all company activities. |
| − | + | 1. Click the Activities module by clicking on the Activi-ties module button. ''By default all of your activities will display.'' | |
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2. If desired, fine-tune your view of a particular Activity type by clicking on the corresponding type in the Ac-tivities Module Action Panel. | 2. If desired, fine-tune your view of a particular Activity type by clicking on the corresponding type in the Ac-tivities Module Action Panel. | ||
Revision as of 16:51, 20 November 2012
When using the Activities module, you may view your activities or depending on your role, you may have access to all company activities.
1. Click the Activities module by clicking on the Activi-ties module button. By default all of your activities will display.
2. If desired, fine-tune your view of a particular Activity type by clicking on the corresponding type in the Ac-tivities Module Action Panel.
3. If you have access to view Activities of all On-Demand users in your organization, select “All Activi-ties.”
| Note: You can also gain access to your activities through the calendar module. You can choose what type of activities you wish to see by utilizing the drop down menu below the Mod-ules bar. |