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How to View Activities Linked to a Contact

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When an activity is created with a value in the Contact field, that activity is linked to the selected contact. Linked activities can be viewed from the corresponding contact profile in the Contacts module.

Prerequisite

Before an activity can appear under a contact profile, the activity must be linked to that contact.

Steps to View Activities Linked to a Contact

  1. Open the required Contact profile in the Contacts module.

  2. Select the Activities tab.

    Activities_Tab_within_a_Contacts_Details_Page.png

Frequently Asked Questions

  1. Where can I view activities associated with a contact?
    You can view them from the contact’s profile page in the Contacts module under the Activities tab.

  2. Does every activity appear under a contact automatically?
    No. An activity appears under a contact only if that contact was selected in the Contact field when the activity was created or updated.

  3. Can I view all activities for a contact from one place?
    Yes. The Activities tab in the contact profile shows the activities linked to that contact.

Related Articles

  1. How to Use Activities to Improve Your Teamwork and Efficiency
  2. How to Link a User to an Activity
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