Record Activity

26 views April 17, 2017 jpajaro 0

Record Activity

Shows the record activity for a contact:

record-activity-1

 

Create a New Record for Contact

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

 

record-activity-2

New record Screen

record-activity-3

Activity Details Screen