Add a phone call

1. Open the Record you want to add the activity to.

2. If available, use Activities Plus to add your phone call.

3. If Activities Plus is unavailable on the Record, you can also access Activities from the + in the top, right menu.

4. Within the phone call task, all fields that have a red asterisk are required before you can save the activity. Generally, fields like Subject, Date, Regarding, and Assigned to are required fields, while others are recommended or optional. 

5. In Description, provide a summary of the conversation with the customer. Depending on your firm, it is possible this is a required field. The information included in the Description field is searchable through Advanced Find.

6. When adding the phone call through a specific Record, the Regarding field is automatically populated with the customer name. It is possible, but not best practice to select a different Contact, Relationship, Lead, or Family record if required.

7. Select the Left Voice Mail check box if you make an outgoing call to a customer and leave a voice mail for them. You can also select this check box if a customer leaves a voice mail message when they call you.

8. Choose Follow Up Required to create a new Task.

9. Click OK to save the activity.

Add a task

1. Open the record you want to add the activity to.

2. If available, use Activities Plus to add your Task.

3. If Activities Plus is unavailable on the Record, you can also access Activities from the + in the top, right menu.

4. Fill in your Task information. All fields that have a red asterisk are required before you can save the activity

5. The Assigned To field is set to the current user by default. If you want to reassign the task, click the lookup icon, and then select another user or team.

6. Click OK to save the task.

7. Once saved, the task will be assigned to the user indicated, or can be Marked Complete in the top left corner of the task if it has already been completed.

Notes On Recurring Tasks

If you choose to create a Task that is recurring, a few things will happen.

1. A single task will be created based on the timing indicated on the recurring task.
2. The next recurring task will be created after the previous task is marked as complete.
3. If you do not close the task, the next will not be created.
4. All the tasks that are recurring will have the recurring toggle on. If you no longer create a new task (or end the recurrence), the last one simply needs to be toggled off and it won’t create a new recurring task when that task is marked complete.

Add an appointment

To add an appointment activity to a Record, you must first save the underlying Record.

1. Open the Record you want to add the activity to.

2. If available, use Activities Plus to add your Appointment.

3. If Activities Plus is unavailable on the Record, you can also access Activities from the + in the top, right menu.

4. You can choose to add a single Appointment, or you can create a Recurring Appointment. If you choose to create a single appointment and need to make it recurring, choose Recurring in the menu and select the appointment time, the recurrence pattern, and the range of the recurrence.

5. Fill in your information. All fields with a red asterisk is required, blue asterisks are recommended.

6. To save the record, click Save.