Viewing contact history

You can view a list of communications related to a particular entity record (Company, Person, Opportunity, Case, Order, or Quote). Communications include appointments, tasks, and emails.

1. Open the entity record for which you want to view contact history.
   You can search for the entity record you want to open. For details, see Using Quick Find.
2. Do one of the following:
   • To view the most recent communications, click the Quick Look tab.
   • To view all communications, click the Communications tab.
   • To generate and view a PDF report providing information about all communications, click the Summary tab, and then click Summary Report.