Common activities to add to a contact record include: Appointment, Phone Call, Email, Task, and Note.
Helpful hint: If you use consistent subject names for specific types of activities, you will be able to search and query on activities by subject name in the future.
To add any activity, use the Ribbon tools.
1. Open person record.
2. Select "Add" from top ribbon.
Add an Appointment:
Complete required information and add appointment details.
Constituent Role = Lead or Applicant
Subject = i.e. Admissions Interview, Prospective Student Visit, Class Visit
Select "Save" or "Mark Complete"
Add a Phone Call.
Complete required information and add phone call details.
Constituent Role = Lead or Applicant
Subject = i.e. Program Discussion, Prospective Student Inquiry
Select "Save" or "Mark Complete"
Send a Email
Open a Person Record
Select the appropriate Constituent Role
Add Subject and Email Body content
To Send the Email > Select "Send"
If you have a Business Template saved, you may also use the "Insert Template" function.
External Relations Users: In order to capture the Email activity on an Account (Company) Record, you must change the Regarding field to the Account.
The Regarding field defaults to the Person Record. Select the search button, change Look for: Account and select the appropriate Account record.
Add a Note.
Open a Person Record.
Select Communications and Notes from the Navigation menu.
Click on "Add a new note..." hyperlink and add your note.
The note will include a default title, date/time, and your user name.
Attach a file to a Note.
Add a New note or open an existing note.
Select Attach and choose your file to attach to the note.
