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The “Activity” tab allows you to log activities performed with the Consumer, with any applicable details related to the Consumer interaction.
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Detail
To Add an Activity:
Click Insert at the top
Select the activity from the drop down
Type in the date
Click save
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Like the notes tab, each activity is made permanent the night the activity is entered. |
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Detail
Steps to add an Activity:
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Click Insert
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Click Save
Steps to remove an Activity:
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Right Click on the Note to remove
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Select Remove
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A pop up box will appear asking if you would like to remove the Note
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