Add an Activity to a Person Record

Created by Dean McInerney, last updated on Mar 02, 2017 3 minute read

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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.

Jump to:

Task

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.

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