Attaching Events, Tasks, and Calls to Records and Transactions

You can create and save activities directly from relationship records, support cases, and transactions. When you create a task, call, or event directly from a record, the activity is created in its corresponding list and attached to the record.

Instructions are included in the following procedures:

• Creating Phone Calls

• Creating Tasks

• Creating Events

You manage activities on the Communication subtab of transactions, relationship records, and case records. The Activities subtab has buttons for different actions as you can see in the following screenshot from a customer record.

General Notices