Saturday, March 16, 2019

Events Created from Customer Record do not Show in the Activities Tab

Create an event.

1. Pull up any customers.
2. In the
Communication > Activities subtab
3. Click New Event.
4. Fill up the necessary details.
5. Click Save.


Actual: The event created not displaying in the Activities tab.

To show the events in the customer record make sure to add the name of the customer in the
Attendees tab, if customers list are not available follow the instructions below:

1. Navigate to 
HomeSet Preferences.
2. Click
Activities tab.
3. Uncheck
RESTRICT INVITEES TO EMPLOYEES check box.
4. Click
Save.

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