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. | + | 1. Access the Activities module by clicking the '''Activities''' module tab. ''By default all of your activities will display in the Activities screen.'' |
| − | 2. If desired, fine-tune your view of a particular | + | 2. If desired, fine-tune your view of a particular activity type by clicking on the corresponding type in the Activities module '''Home''' section. |
| − | 3. If you have access to view | + | 3. If you have access to view activities of all On Demand users in your organization, select '''All Activities'''. |
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Revision as of 16:57, 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. Access the Activities module by clicking the Activities module tab. By default all of your activities will display in the Activities screen.
2. If desired, fine-tune your view of a particular activity type by clicking on the corresponding type in the Activities module Home section.
3. If you have access to view activities of all On Demand users in your organization, select All Activities.
| 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. |