• HELP CENTER

  • Getting Started
  • CRM
  • Deal Pipeline
  • Portfolio Company
  • Investee Company Portal
  • Investors
  • Investor Portal
  • Funds
  • Investee Fund Portal
  • Reports and Analytics
  • Deal Data Room
  • Help Desk
  • Document Management
  • Excel Add-in Integration
  • Email Integration
  • Implementation
  • Custom Settings
  • System Administration

CRM

  • Contact Setup
    • Quickly Create a Contact
    • Create/Edit a Contact
      • Create a Contact
      • Edit a Contact
      • Delete a Contact
      • Duplicate a Contact
    • Import from Excel
    • Export to Excel
  • Contact Summary
    • Summary Panels
    • Comments
  • Tasks
    • To Do
    • Event
    • Activity History
  • Help Desk
  • Email
  • Documents
    • Add a Document
    • Add Existing Document
    • Edit/Delete a Document
    • Download a Document
  • Organization Setup
    • Quickly Create an Organization
    • Create/Edit an Organization
      • Create an Organization Manually
      • Edit an Organization
      • Delete an Organization
      • Duplicate an Organization
    • Import from Excel
    • Export to Excel
  • Organization Summary
    • Summary Panels
    • Comments
  • Tasks
    • Task
    • Event
  • Help Desk
  • Email
  • Documents
    • Add a Document
    • Add Existing Document
    • Edit/Delete a Document
    • Download a Document
  • Google/One Drive Integration
Help Center /

Activity History

To view Activity History, follow the below steps:

1. Navigate to the More Information tab and Click on Activity History.


2. Alternatively, click on More Information tab. There are several panels here, including Activity History panel. Any activity, when completed, appears here.


3. Once an activity gets completed, it appears under the Activity History panel.