3.9. Activity Tracker
This section covers functionality within the Activity Tracker. The Activity Tracker allows users to record details of activities that relate to different members of your directory and set tasks for you or other users to follow up.
- 3.9.1. Viewing a Company's Activity History
- 3.9.2. Adding a New Company Record
- 3.9.3. Following Up an Activity
- 3.9.4. Editing an Activity Record
3.9.1. Viewing a Company's Activity History
When logged in as an administrator, users can see a member's activity history by going to a company record and selecting the activity history tab.
From here, all previous activities relating to that member can be seen. Click on the subject of the activity to view the activity details, including any documents that relate to it.
3.9.2. Adding a New Activity Record
When a user is viewing an company record a new activity can be recorded by clicking record activity.
Activity Details
Enter the details of the activity here including the owner, type of activity, when it happened and details of what occurred.
Associated Documents
Users can upload relevant documents to the activity tracker. Most document types can be added up to a maximum of 1MB. If you want to delete a document fom an activity record simply click the 
button.
Follow-Up
This section allows you to assign a follow-up activity to a particular user (this user can be yourself or another user).
To set a follow up to an activity, check the box next to Follow-Up Activity? Next, select who you want to assign the activity to from the drop down list then choose when you would like this to be done. If you would like this to be done on the next working day, just click, reschedule to next working day.
An item will now appear on this person's task list to follow up this activity on the day that you have specified.
If you don't need to follow up an activity, ignore this section.
Once you have finished here, click save and go back to save all the details you have entered.
3.9.3. Following up an activity
Users can follow up an activity by clicking on the the subject where it appears in their task list or a company's activity history. Most of the time, though, users will be following up activities as they appear on their task lists.
The details of the last activity will be shown in the Activity Details box. If you need to edit these for any reason, you can do so by clicking edit these details. You will also be able to view any documents that were attached to the record when it was created.
Once users have followed up an activity it is likely that they will want to record what has just happened. This can be done by clicking record follow-up activity. This opens up a new activity window for you to complete just as you would for a brand new activity.
By recording the new activity in this way, the activities will be linked together so that, in future, you will be able to view an activity chain.
Tip: You can set a follow-up to this record in just the same way as you would in a brand new record.
3.9.4. Editing an Activity Record
A user can edit a previous activity records by selecting the activity from the task list or a company's activity history. To edit the activities that are displayed when you open an activity click edit these details.
Once you have completed any changes you want to make click save and go back.