Recording an activity history
You can create a history record for a contact without scheduling and clearing an activity for that person. For example, you may have received a call from an individual earlier in the day but did not record the outcome of the call at that time. You can do so at any time and add the contact record at the same time.
To record a history
Find the contact for whom you want to record a history.
From the Contacts menu, click Record History.
From the Record History dialog box, select an activity type from the Type list. For field definitions, press F1.
From the Result list, select a result.
From the Contact list, select a contact, or click the Contacts button to select multiple contacts.
From the Date, Time, and Duration lists, select a date, time, and duration.
(Optional) Click Attach to attach a file to the history.
(Optional) In the Associate With field, click the browse (...) button to select groups or companies to associate the history with.
From the Record Manager list, select a Record Manager.
Enter activity information in the Regarding field or select a description from the list.
(Optional) Enter additional information in the Details box.
(Optional) To make the history private, select Private.
(Optional) To schedule a follow-up activity, click Follow-up.
Click OK.
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To add a contact while recording a history, click the Contacts button from the Record History dialog box, and then click New Contact. |
