Support Center

Using the Open Activities Related List

Last Updated: Aug 03, 2017 11:15AM CDT
The Open Activities related list displays:
  • Open tasks
  • Open events
  • Requested meetings
 

 
These activities are displayed for a record and its associated records. For example, if you have a task related to a Contact, that task displays in the Open Activities related list of the Contact as well as the associated Account. 

From the Open Activities related list:
  • Click New Task or New Event to create an activity that is associated with the record.
  • Click New Meeting Request to request a meeting with a contact, lead, or person account. Once you request a meeting, the calendar icon displays next to it.
  • Click Edit to edit an activity.
  • Click Cls to close a task. For more information, see Closing Tasks.
  • Click Del to delete an event or requested meeting. Salesforce.com emails the invitees that the event or meeting was canceled.
  • Click the Subject of an activity to open the detail page of the activity.
 

Your administrator can customize the fields and buttons that display in related lists.

Contact Us

  • Email Us
  • Congregation Connect support is available via email. Please email support@congregationconnect.com and one of our Support Specialists will respond as quickly as possible.
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