Overview
The “Activity” tab allows you to log activities performed with the Consumer, with any applicable details related to the Consumer interaction. Like the notes tab, each activity is made permanent the night the activity is entered.
Detail
Steps to add an Activity:
Click Insert
Type any Activity relevant information
Click Save
Steps to remove an Activity:
Right Click on the Note to remove
Select Remove
A pop up box will appear asking if you would like to remove the Note
Click Yes
Click Save
0 Comments