Drill Down

To learn more about this capability, click the Launch video button.

Launch video
  1. Locate the account in question and access the Activities area.
  2. A list of activities for the selected account displays. Change the activities that display in the list if necessary.
  3. You can change the columns that display in the list if necessary.
  1. Select the activity.
  2. Do one of the following:
  3. The item (policy, certificate, etc.) with which the activity is associated opens.

Note: You cannot drill down to an archived transaction.

See Also