Find Topic

Find the topic of your activity from your list of clients, prospects, and accounts.

  1. From the Topic Type box, select Client, Prospect, Account for Client, or Account for Prospect.

  2. Select from your two search options

  1. Type the topic name. Click Go. Matches appear in the Available Records box.

  2. Select the topic from the Total box, and then click OK. You may only select one.