The interaction history for an account includes interaction type for activities, leads, opportunities, the status for each interaction, and the relative time period (past, current, future).
On the home screen, select Accounts.
Select an account to view the account fact sheet.
Near the bottom of the screen, select Interactions.
(Optional) Narrow the list.
Option
Description
Filter By
Filters the interactions list by interaction type: Activities, Leads, Opportunities, or Sales Documents. For Windows Mobile Standard, select Menu > Show, then select the type.
Sort By
Sorts the interactions list by Date, Type, Status, or Name. .
(Windows Mobile Professional) Select Sort By, then the appropriate option.
(Windows Mobile Standard) Select Menu > Sort, then the appropriate option.