Adding calls and actions

 

You can add a call or action from a Contact record, a Project record, or directly from the Call Log.

Create an action

The Calls/Actions list on any Contact page gives you quick access to actions for that person.

To enter a new action:

  1. Make sure you’re on the correct page for the Contact this action involves.

  2. Click the plus iconplus-icon.jpg next to the Calls/Actions list.
    The Action Detail dialog box appears.

  3. If the action is related to an existing project, enter or select a Project name. Otherwise leave this blank.

  4. Provide all the information you need to make the entry useful.

  5. If you are creating or updating this activity for someone else, change the User field to his or her name so it will show up on their list.

  6. When you’re finished, click Done.

The Calls/Actions area on the Contact record displays your Call Log items in order by Date, with the most recent at the top.

 

When it’s finished

The total number of activities remaining is displayed on the Incomplete Action(s) button.

When you complete an activity:

  1. Click the edit button edit-pencil next to the activity to open it.

  2. In the Status field enter or choose COM and click Done.

The call is marked Complete, and remains stored (but not visible unless you choose) in your Call Log.

Deleting an action

To remove an action from the list,

  1. Click the edit button edit-pencil next to the item you want to remove.

  2. When the Action Detail dialog box opens, click the Delete icon delete-icon.jpg, then Delete to confirm.

To see all activities for this contact, use the Call Log.

See:

 Using the Call Log

 Adding a call

 Adding a new contact from the Call Log

 Printing the Call Log