You can add Activities to a Contact from the Contact details screen or the My Contacts screen.
From the Contact Details Screen:
- Click
to open the main menu and select My Contacts or Search Contacts.
- Search for the contact to which you want to add an Activity.
- Tap on the Contact to which you want to add an Activity.
- Tap + Activity.
- Tap Add activity. The Add Activity screen will open.
- Enter a Subject for the Activity.
- Tap
, select the Activity Type and then OK.
- Tap on the Date field and select the Activity date from the bottom of the screen.
- Optional: Enter an Activity description in the Summary field.
- The Linked To field will populate with the contact information. To link other Contacts, tap
, enter search criteria, select the Contact you want to link to the Activity and then tap Add.
- Optional: Tap
next to Visible To: and change to Only Me if you do not want others to be able to view the Activity.
- Optional: Tap the Only allow me to edit this slider if you want to lock editing.
- Tap Save.
From the My Contacts Screen:
- Click
to open the main menu and select My Contacts orSearch Contacts.
- Tap
.
- Tap
. The Add Activity screen will open.
- Enter a Subject for the Activity.
- Tap
, select the Activity Type and then OK.
- Tap on the Date field and select the Activity date from the bottom of the screen.
- Optional: Enter an Activity description in the Summary field.
- The Linked To field will populate with your contact information. To link other Contacts, tap
, enter search criteria, select the Contact you want to link to the Activity and then tap Add.
- Optional: Tap
next to Visible To: and change to Only Me if you do not want others to be able to view the Activity.
- Optional: Tap the Only allow me to edit this slider if you want to lock editing.
- Tap Save.