Activities/How to Add a New Activity

Add an activity by clicking on the Activities Module then the “New” button and filling in information in the “Schedule” dialog.

1. From any Activity view, click on the “New” button. The “Schedule” dialog will appear

Note: Activities can be scheduled from any account detail screen in the upper right. Activities can also be scheduled from the calendar as well as the Digital Dashboard above Quick Links, Add New Activity.

2. Fill in the activity title and other information about the event.

3. After the other information has been added, you can select the “Remind Me” and enter a date and time to receive a reminder of this appointment.

4. Select the check box for “Send Email invitations” to send Email invitation to all individuals associated with this appointment.

Note: You may also schedule additional attendees, re-sources, make the activity “Recurring,” or even add attach-ments to our activity for others to view by utilizing the tabs above the Schedule an Activity dialog.

5. Click on the “Save and Close” button to add this activity.