View All 'Notes' for an Account

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• View Notes for a prospect

  Navigate to the Prospects module. Click on the Prospect Name for which you want to view the Notes. Click on the Notes. On the right-side Notes window will open with the Notes below.

• View All 'Notes' for a Contact

  Click on the Contacts tab. Click on the contact name (for example, Anand Krishna) for which you want to view notes history, as highlighted in the figure below. Click on the icon to move forward the tabs. You will be directed to a new section where ...

• View All 'Service History' for an Account

  Navigate to the Accounts module. Click on the Account Name for which you want to view the Service History. Click on the ‘Service History’ tab. The system will show all the ‘Service History’ with that Account.

• View All 'My Interactions' for an Account

  Navigate to the Accounts module. Click on the Account Name for which you want to view the Interaction. Click on the ‘My Interactions’ tab. The system will show all the Interactions logged in user has done with that Account.

• View 'My Tasks' for an Account

  Navigate to the Accounts module. Click on the Account Name for which you want to view ‘My Tasks’. Click on the ‘My Tasks’ tab. The system will show all the tasks performed against that account for the logged in user under ‘My Tasks’.