Completed Activity

21 views April 17, 2017 jpajaro 0

Completed Activity

Shows the completed record of activities for a contact:

record-activity-4Completed Activity Screen

Edit a Completed Activity

  1. Right click and select Edit.
  2. Edit any of the desired fields: Date/Time, Representative, Account, Contact, Result, Activity Type, Priority, Duration, Description or Recurrence type.
  3. Click “OK”. The activity will then be completed with the changes incorporated and visible in the list of activities.

 

record-activity-6Completed Activity Edit Screen

record-activity-7Completed Activity Screen (after changes)