Open the Activity Dialog Box from an Info Center Record
You can open the Activity dialog box from a Client, Contact, Lead, Marketing Campaign, Employee, Opportunity, or Project Info Center record.
To open the Activity dialog box from an Info Center record, complete the following steps:
- Open an Info Center.
- Click the Activities tab or, for the Employee Info Center, click the CRM Info tab.
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Complete one of the following actions:
- On the Activities tab or CRM Info tab, click Insert on the Activities grid toolbar.
- In the Activities grid on the Activities tab or CRM Info tab, click a row that contains an activity. Then click Insert on the grid toolbar.