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To navigate within the history tabs

You can right-click on any history tab or from customers or companies listed in the Results, Record History, or Roster tabs to display a menu of available tabs (disabled tabs and the current tab are grayed out and cannot be selected). Selecting a tab from the list opens that tab.

The activity and module specific tabs, for example Fund Raising and Calls, always display information about the record currently loaded in the Customer Portfolio.

See Also

Reviewing the History area

Manage customers window - History tabs

To manually insert an activity record

To expand a field


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