Activities
- Matt Romeo
Analytics
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.