Record activity with a contact at the rrganisation

Overview

The Activities section of the Organisation Profile lists all recorded activity with contacts from the organisation, including telephone calls, meetings, and status updates.

• Select the pencil icon next to an activity to edit it.
• Select the × next to an activity to delete it.

Each activity is recorded against an individual contact. A new contact can be added by selecting Add contact and completing their details.

Add activities to an existing contact

1. In the Contacts section of the Organisation Profile, select the contact's name.
   
2. In the contact profile, select Add activity and complete the details.
   
3. The date and time fields default to the current date and time. Select the calendar or clock icons to change them — for example, to record a past activity or schedule a future one.
4. Add a comment to describe the activity. Select the type from the dropdown: Call, Meeting, or Email.
   
5. Select Create to save the activity. Select Create and new to save this activity and immediately add a follow-up.

All activities recorded here are visible in the administrator's task list and calendar, and to any other administrator who has access to the organisation.