Viewing a Contact's Activities & History

The Activities/History tab provides visibility to a contact’s Contact History, Pending
Activities, and Completed Activities. Use the buttons at the top of the page to toggle
between these lists.

The Pending Activities list displays all incomplete tasks as well as all upcoming
calendar appointments for the contact.

Note If a task is created from an activity plan (see About Activity Plans), the
         activity plan name and the activity type are included in the list. If the activity
         type is Email or Letter, an icon will appear to the right of the due date. Click
         the icon if you wish to send the email or print the letter. Upon clicking the
         icon, you have the option to update the task to Completed.

The Completed Activities list displays all completed tasks as well as all past calendar
appointments for the contact.

The Contact History displays the following for the contact:

• Notes
• Prospecting Updates
• Monthly e-Newsletter emails
• Mass emails
• Marketing Activity Plan auto-emails
• Automated Birthday and Move In Anniversary e-Cards
• Letters printed
• Captured email correspondence

Note For all emails in Contact History, the system displays the date and time the
         email was opened by the recipient. “UNOPENED” is displayed if the email has
         not been opened.