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Activities

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Activities are standard features that appear on records which allow you to manage engagement information and history associated with that record.

You will find Activities on records where there is a potential need to record an informal engagement history - Contact, Account, Animal, Referral, etc.

The Activities section of a record allows you to:

  • Create Tasks

  • Log a Call

  • Create an Event

  • Send an Email

Related link: Activities: Tasks, Events, and Calendars

Creating Activities via the desktop login:

  • Go to a Contact Record and click into the Activity Tab.

  • Create a Task Record, assign it to yourself and add details about calling the contact back in a few days time. As you add activities, a timeline will be created.

Creating Activities via the mobile login:

From the mobile app login you can see the activity history on a record at the bottom of the screen.

Click on the More icon in the Quick Actions section to see options to create new activities.

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