Creating an Administrative Activity Entry

Follow the steps below to modify an existing activity entry from the Field-Activity page.

1.        In the Field-Activity pane, click or touch the icon.  The Add Activity page is displayed.

2.        Click or touch the Date field to enter or select a calendar date. 

3.        Click or touch the Start and End time fields to select a time. 

4.        Click or touch the Activity Type dropdown field to select activity type option of Visit, Phone, or Email.  You may also enter any applicable notes in the Notes field..

5.        Click or touch the Save button. The entry is added.

6.        Result - Displays the Field-Activity Page – Activity History view with the newly created Activity displayed in the viewing window and details expanded .

See Also:

Modifying An Activity Entry

Viewing Your Activity History

Deleting an Activity Entry