Record Activity History for Person

Top  Previous  Next

To Record Activity History for a Person

1.Find a Person record or find a Person in a list.

2.Click the blue H icon in the right margin.

3.From the Activity Type drop down list, select an Activity Type.

4.Enter who the activity was completed by (default is current User).

5.Enter the date and time that the activity was completed (default is current date & time).

6.Enter a Description and any Notes, if applicable.

7.Optionally create a reminder task by clicking the Create Task button.

8.Click OK.

To search for Activities from a certain date, click CalendarIconB and select a date using the calendar.

To view all Activities, unclick the Use Date Filter option.

To view specific Activity Types, click the Select Type drop-down list.