To view an Activity:

  1. Click on Contacts and find your contact
  2. From their record, navigate to their activity Timeline
  3. Review the last time you had contact, the last time they donated, or any upcoming activities
  4. Click on the activity to review 


To Manage an Activity:

  1. From the activity timeline click on the activity
  2. Choose to Edit, delete, or complete the activity
  3. When editing an activity, you can move the due date or choose to update the activity type
  4. When completing an activity, you can choose to leave specific notes about the activity



To Create an Activity:

  1. From the contact record click on the Add in the top right corner
  2. Choose Add activity
  3. Determine the activity type you want to create
  4. Input the activity information to include due date and any other specific details you need