R
Richmond Admin
When I try to create a New History Item (mail message) through an Account,
the history item does not show in my History View; however, if I create a New
History Item (task), the item does show in my History view. If fact all other
history items: meeting, business project, opportunity phone log & business
note, will show in my History view.
The Microsoft Office instructions state that I must click "Save & Close" in
the "Actions" group on the Ribbon after completing my email form, but I don't
have an Actions group. I only have a "Send" button. Is this the cause of the
problem?
the history item does not show in my History View; however, if I create a New
History Item (task), the item does show in my History view. If fact all other
history items: meeting, business project, opportunity phone log & business
note, will show in my History view.
The Microsoft Office instructions state that I must click "Save & Close" in
the "Actions" group on the Ribbon after completing my email form, but I don't
have an Actions group. I only have a "Send" button. Is this the cause of the
problem?