OFS Pro User Guide

Record Activity

Shows the record activity for a contact:

Manager users can create new activities and assign them to any member on their team.
Delegate users can create new activities, which will automatically be assigned to themselves.

Create a New Record for Contact

1. Select a contact and click on Next.
2. Select the type of activity that was done or needs to be scheduled.
3. Click on Next.
4. Select the priority, the date/time, and recurrence type, if needed.
5. Click on Next and click on Finish.

New record Screen

Activity Details Screen