Training Materials

Activities:

The Activities Sub Tab only has one field, a dropdown labeled Options. This dropdown lets you control what Ivinex does when you click Activities listed in the Activities tab. Here are the options you have to choose from:

Select Related Record (default):  This option will open the record that the activity is linked to in the Detail View pane.

Select Related Record + Popup Activity:  This option will open the record that the activity is linked to in the Detail View pane and also open the Activity itself in a green popup.

Select Activity Record:  This option will open up the Activity in the Detail View Pane.