Using Activities

Now that you have been introduced to activities, you can begin working with them. We will cover the following functions and features:

• Adding a Unrelated Activity

• Adding Activity Notes

• Editing Activity Notes

• Activity and Activity Note Example

• Automatic Activities

• Changing and Deleting Activities

• Extended Activity Entry Screen and Activity Data Fields

• Completing and Dropping activities

• Activity Lists

• Quick Activity Locator

• Consolidating Activities

• What is a Related Activity

• Adding a Related Activity

• Descriptive Notes

• Activity Panel Formats

When explaining activities in this chapter we will use examples of contact records in a database that have been created as follows:

• one data layout 1 record for each company that you will have contact with whether that company is a prospect, a customer, a vendor or an internal record. We recommend that you create a data layout 1 record for YOUR company.

• a data layout 3 record for every person whom you contact at each company including a contact record for each user at YOUR company.

• a data layout 2 record for every project or sales product at a given company and a record for each department using ActionWare at YOUR company. This last record would be used to record minutes and highlights of meetings.