Page 12 - Participant Guide - Unanet CRM Managing Relationships (eBook)

2. Tap View All in the People section
a. Open any record for further information
3. Go back and tap View All in the Associations section
a. Open any record for further information

Web Activity Steps – Alternative Method
1. Click on Activities in the left-side menu
2. Identify your desired event
a. Under Attendees column, open any Contact record
i. Browse details
b. Under Companies column, open the Company record
i. Browse details
Outlook Activity Steps – Alternative Method
1. Ensure the Unanet CRM side panel is open next to an Outlook
calendar meeting
2. Select a Contact and browse the details
3. Click the back arrow
4. Click on a Company and browse the details

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Lesson 2: View Activities