Client/Department Activities Tab

In this Article:

We'll show you how to view the activities of all your managers for a particular Client/Department in one convenient location.

Activities Tab:

In the Client/Department profile, the Activities tab displays all activities for the Managers/Contacts assigned to this Client/Department.

activities.PNG

In this tab, you cannot create any activities, as the activities are linked to Managers/Contacts. To create a new activity go to the appropriate Manager/Contact profile, and create the activity from there.

From here, you can View, Edit, and Delete activities easily by clicking on the corresponding action button next to each activity. You can also easily sort columns by clicking arrows next to the column name or search for a particular keyword with the provided search box.

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