Completed Activity

17 views April 17, 2017 jpajaro 0

Completed Activity

Shows the record completed of activities for a contact:


Completed Activity Screen

Edit a Completed Activity

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



Completed Activity Edit Screen


Completed Activity Screen (after changes are made)