Use this procedure to view the appointments and tasks scheduled with an Address Book entry; Opportunity; Customer Service case; or Campaign. On the Hotlist page; you can also view the activities scheduled with the Address Book entry associated with the task.
- Click on the entry to make it the current entry.
- In the following pan, select the Activities tab.
- From the View drop-down list; select a date range.
- In the top-right corner of the following pane; click the filter icon to adjust which activities are displayed.
- The Filter Options dialog box opens and select the filter options for the activities you would like to view.
- From the User drop-down list; select the user whose activities you want to view.
- Select Show appointments; Show carried forward unfinished tasks; or Show completed activities to include these activities in the list.
- In the Options section; select whether you want to see all activities or only those associated with an action plan.
- Click OK to apply the filter options.
All appointments and tasks for the selected entry that match the filter and date range criteria are displayed in the list.