On both the Accounts window and the Contacts window, an Events tab can be displayed. Events will display on this tab for the selected account or contact if:
- The account/contact is the event account. If the account is the event account, the event will display in bold on the Events tab.
- The account/contact is the event contact.
- The account/contact is the event bill-to account.
- The account/contact is the event bill-to contact.
- The account/contact is the event requester account.
- The account/contact is the event requester contact.
- The account/contact is the confidential event account. Only applies if the user has the Allow Access to Confidential Events access privilege.
- The account/contact is the order account for an order on the event.
- The account/contact is the order bill-to contact for an order on the event.
- The account/contact is the function account for a function on the event.
The Events tab can also be expanded to a full view where filters are available. One of the available filters, Search Results Include, 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 the event account.
- A related account/contact is the event contact.
- A related account/contact is the event bill-to account.
- A related account/contact is the event bill-to contact.
- A related account/contact is the event requester account.
- A related account/contact is the event requester contact.
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