Completed Activity

16 views November 16, 2016 jpajaro 0

Completed Activity

Shows the record completed of activities for a contact:

record-activity-4

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.

 

record-activity-6

Completed Activity Edit Screen

record-activity-7

Completed Activity Screen (after changes are made)