Add - Activity

Modules>CRM>Find, Query, or Add an Organization>Add Profile Menu Bar>Log Activity

Use the Add - Activity form to enter an Activity record for an Organization or Individual.

To add an activity, use the following steps:

Open the Add - Activity form :

1. Select an Organization Profile record by using the Find, Query or Add function.
2. From the Add profile menu bar, click Log Activity.

In the Add-Activity form, complete the fields as described in the following table:

Field	Required?	Description
Customer	Display only	This field shows the customer name for the organization.
Origin	Required	Select a source for the activity you are adding. For example, the Origin might be the web site or a phone call.
Summary	Required	Enter a brief summary of the request.
Detail	Optional	Enter a detailed description of the request.
Date	Required	Select a date for the request. The default value is the current date.
Status	Required	Select the activity status.

Click Save to save the activity, or click Cancel to close the form without saving your changes.