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How to delete a contact

By | 2018-09-04T12:26:27+00:00 September 4th, 2018|

It is common to see the following message when attempting to delete a contact: This message will appear when there are existing activity cards attached to the contact. For historical purposes, you should not delete these activity cards but instead, remove the associated contact within the activity card.   **Note: If you are still not able to delete the contact because of the same message you most likely have cards that were archived at one point. [...]

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How to add someone to an activity card

By | 2018-08-30T15:07:57+00:00 August 30th, 2018|

It is possible to add another user to an activity card or assign an activity card to someone. Create the activity card and click save. Open the activity card you just created and click the + on the top far right of the card. Begin typing the name of who you want to be added to the card and click save and then close. There are no notifications to alert someone they were assigned a [...]

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How do I log a phone call?

By | 2018-08-28T16:24:09+00:00 August 28th, 2018|

Logging a phone call is as easy as logging an activity card as a touchpoint. You can find this icon on the bottom right screen of the activity dashboard. Begin typing the name of the contact you spoke with and choose the appropriate Phone Call Touchpoint in the activity type section.  Fill out the rest of the activity card and click save.

How do I log an activity card?

By | 2018-08-28T15:01:42+00:00 August 13th, 2018|

To manually log/create an Activity Card, click the following icon at the top of any swim lane on the Activity Dashboard You can also quickly log a touchpoint using this icon   Activity Dashboard    

How to filter the Activity Dashboard

By | 2018-08-28T14:56:53+00:00 August 13th, 2018|

This filtering is done by clicking on the below icon on the top lefthand corner of the Activity Dashboard: Simply click "Add Filter Activities" and select the attributes you'd like to filter on. We recommend starting with "Assignee." and adding your name to the filter; this way you are only viewing your work. You can also save as many personalized filters as you wish, simply click "load" when you want to use the filter in [...]