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This article outlines how to ensure email, meeting, phone call, etc. are recorded on both the contact and the account using the regarding/recipient fields.

A. Add an E-mail Activity to an External Account

  1. Click on the Activities link in the Navigation Panel.
  2. Select E-mail from the ribbon of available activity. 
  3. Click on the lookup button to the right of the To fill-in.
  4. On the Look Up Records dialog box, change the value in the Look For drop down to "Person" and "Active External Relations Contacts"
  5.  Scroll down to find the persons working for the employer, for instance, Epic Systems.  Note: you may add multiple persons from the same accounts. 
  6.  Click okay

  

B. Find the Activities associated with the External Account

  1. Click on the Activities link in the Navigation Panel.
  2. Define a query using the Advanced Find.
  3. Click the Results to see the data entered.