The View Plan Screen

The View Plan screen is the top-level screen for accessing all information about a single plan. The following tabs are available from the View Plan screen:

Plan Info tab
Plan Activities tab
Plan Templates tab (Action Plans only)
Applied Contacts tab (Action Plans only)

Available in this topic:

Topics related to this screen

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Calendar	From the Plans Manager screen, click the tab that contains the plan you want to view, and then click the plan name.

TOPICS RELATED TO THIS SCREEN
FEATURE	ACTIVITY
Calendar	About Plans Viewing Contacts Applied to a Plan Generating an Applied Contacts Report Creating a Personal Copy of a Default Plan Creating a New (Personal) Plan Adding an Activity to a Plan Editing Plan Activities Mass Updating Plan Activities Deleting Plan Activities Adding a Service Activities Report Reordering Reports in a Service Report Plan Viewing a Plan's Templates Generating a Plan Template Report Deleting a Plan Printing out a Plan