Viewing Reference Activities in the Calendar

The Calendar view details all reference activities associated with the account. In the calendar, you can view, by month, the number of reference activities associated with the account. This view allows you to manage the number of initiatives for the account and determine if the customer is being contacted too often. For information about adding a reference activity to the calendar, see Associating an Activity with a Reference.

This task is a step in Process of Managing Accounts and References.

To view reference activities in the calendar

1. Navigate to the References screen, then the Reference List view.

2. Drill down on the Stage field of a reference record.

3. Navigate to the Calendar view.

   The reference form appears with the calendar.

4. Drill down on the link for an activity in the calendar to view details about that activity.