To view a contact’s recent tasks and meetings,
Tap on a contact from any contact list or from search results, you will be on the contact details screen.
Navigate to the recent activities cube using the swipe navigation or the … menu.
You can see the most recent task and meetings.
If you have many tasks and meetings, you can use the search, sort or specialized filter to find a specific activities.
Tap on the task or meeting to view its details.
Filter Options | Description |
|---|---|
All Interactions | All tasks and meetings. |
By Task Status | Filter tasks by specific statuses such as Not Started, In Progress, Canceled, or Completed. |
All Meetings | Filter to display all meetings. |