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Very often you will find data ready in the context they appear. Activities will show in your ToDo list and your calendar. Or they may show related to the company you are viewing. This is so because all data in SkyViewCRM is connected (linked): Contact persons are related to their employing company. Activities are related to the participating contacts. Or to the Quoute that was sent by the activity.
At other times you may need to search for specifig items (companies, contact persons, projects, ...). This is done by the search screens:
Page url: http://www.skyviewcrm.com/help/index.html?find_elements.htm |