Activities
The Activities tab displays a list of the last five contact
tracking records and activities in which this constituent is the owner of the
record, the person contacted, or pertains to. The first column displays the date
in which the activity was created. Activities created from Contact Tracking
will display the Contact Type in the second column. Activities created by the
system or from the System Activities screen in CRM360 will display the Subsystem
in the second column.
Click the View Activity link to open
the items in the Activity and Contact Tracking screen. Please note that system
activities will open in a modified version of the Activity and Contact Tracking
screen.
The description column displays the activity text for this
item only. Please note that concatenated text from all related activity items
will NOT display. Click the View All link to
open the Activity and Contact Tracking screen below the header in CRM360. Click
Create New link to open the Contact Tracking
screen for this constituent. Select the Outstanding Items
Only checkbox to filter and display only the activity records that
are unresolved.
