Activity Summary

Activity Summary provides a one-stop shop for managing activities.

To view the activity summary:

1.

Open an Organization record.

2.

In the Action Center, expand Activities, and click View Summary.

You are presented with a list of activities associated with the organization.

3.

Select an activity in the left to view details of the activity (displayed on the right).

4.

Use Filtering for a quick method to review all activities.