Viewing Activities for an Account

View the activities associated with an account.

  1. On the home screen, select Accounts.
  2. Select an account to view its fact sheet.
  3. Near the bottom of the screen, select Activities.
  4. (Optional) Narrow the activities list.
    Option Description
    Filter By Filters the activities list by activity type. For Windows Mobile Standard, select Menu > Show, then the activity type.
    Sort By Sorts the activities list by Date, Type, Status, or Name. For Windows Mobile Standard, select Menu > Sort By, then select the appropriate option.
  5. Select an activity to view its fact sheet.
Related tasks
Viewing Relationships for an Account
Viewing Leads for an Account
Viewing Opportunities for an Account
Viewing Account Interaction History
Viewing the Account Web Page


Created March 2, 2010. Send feedback on this help topic to Sybase Technical Publications: pubs@sybase.com