Criteria used to display Events in the Edit Account and Edit Contact windows

An Events tab can be displayed on the Edit Account and Edit Contact windows. Which events are listed and how they are displayed, is based on the relationship of the Account/Contact to the event.

If the following condition applies, the event will show in the Events tab in bold:

• The account/contact is selected in the event's Account field.

If one of the following conditions apply, the event will show in the Events tab, but in standard text format:

• The account/contact is selected in the event's Contact field.
• The account/contact is selected in the event's Bill-to Account or Bill-to Contact fields.
• The account/contact is selected in the event's Requester Account or Requester Contact fields.
• The account/contact is selected in a confidential event's Account field.
  • Note: the event will only show if the user or user's role is included in the Allow Access to Confidential Events access privilege.
• The account/contact is selected in the Account field on one or more of the event's orders.
• The account/contact is selected in the Bill-to Account field on one or more of the event's orders.
• The account/contact is selected in the Account field, on one or more of the event's functions.

The Events tab can also be expanded to a full view where filters become available. The Search Results Include filter can be used to display events for the selected account/contact (Selected Entry) or to display events for accounts/contacts related to the selected account/contact (Related Entries).  If Related Entries is selected, events for accounts or contacts related to the selected account/contact will display if:

• A related account/contact is selected in the event's Account or Contact fields.
• A related account/contact is selected in the event's Bill-to Account or Bill-to Contact fields.
• A related account/contact is selected in the event's Requester Account or Requester Contact fields.