Completed Activities Summary

Communications History

A section called Communications can be found on the Recently Completed Activities summary page located at: Leads Tab > Lead Name > Completed Activity History

Email and fax tasks are located under the Communication History heading, along with inbound call logs, outbound call logs, and text message communication.

Columns to Display

As they are with the Completed Events and Completed Tasks, the displayed columns for the Communications section are editable. As with the object sub-list view, not all data columns will have relevant data, depending on the activity type. For example, email activity types will never have a call duration or call time. In these cases, the column appears blank.

You can change which items display as columns in the different sections. To do this, click the Edit button to open the interface shown below. Then click the boxes next to the items you wish to have shown.

When you're ready, click Save.

View vs. Edit / Delete

Some recently completed activities remain editable when shown in the sub-object view (tasks, events). Dialer history activities (outbound calls, inbound calls, SMS) are NOT editable, but appear only with a View link, which will take the user to the activity detail page.

Call logs that also include a subject entry also display as a hyperlink to the activity detail page. This is consistent with the way tasks and events are presented.

Email and fax tasks still operate as they did before (i.e., with Edit / Del links, and the Subject hyperlinking to the activity detail).

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