Adding Activities to Contacts

After learning about Activities, you can easily add them to your Contacts in the DMS.


Adding a Single Activity

1. Go to the Contacts Tab

2. Search for the Contact you want to add an Activity to

2. Once on the Contact’s Profile, navigate to the Activities section to see a list of all Activities for this Contact (if they have any)

3. Select New Activity at the top left

4. Select your desired Activity Type. To add new Activities Types, please contact your Onboarding Specialist

Note: By selecting Send an Email or Export Printable Documents, you will be sending a Single Email or Printing a Letter, respectively.

5. On the next page, you will see the following information:

  • Added by: which User in the DMS adding this Activity.
  • With Contact: the Contact who is set to perform the Activity.
  • Assigned to: assign this Activity to another member in your organisation. Once the Activity is created, this will notify the Contact by Email.
  • Subject: the subject of the Activity. (e.g. “Thank you calls”).
  • Campaign Group: legacy field that is currently not being used. Please leave it blank.
  • Engagement Index: legacy field that is currently not being used. Please leave it blank.
  • Location: the location the Activity is set to take place.
  • Date: the date the Activity is set to take place.
  • Duration: the approximate scheduled time.
  • Activity Status: whether the Activity has been completed, is scheduled for the future, did not take place, etc. You can also add new Statuses by selecting the “gear icon”.
  • Details: optional details of the Activity.
  • Priority: if the Activity is Urgent, Normal or Low Priority. If marked Urgent, the Activity will appear in red. You can also add new Priorities by selecting the “gear icon”.

6. You can also attach a document, repeat the Activity and/or schedule a follow-up Activity by selecting the sections at the bottom of the page

7. When ready, select Save to add the new Activity to the Contact.


Adding Multiple Activities at Once

1. Go to the Contacts Tab

2. Search for a specific Contact or select either:

  • (1) The specific Contacts you wish to add an Activity to,
  • (2) Every listed Contact on the page, or
  • (3) All Contacts in your search criteria

3. Select the Actions menu at the upper-left side of the Contact list and then select the Add activity option

3. On the next page, you will see the following information:

  • Activity Type: if the Activity is a Meeting or a Call. If you wish to add new Activity types, please contact your Onboarding Specialist.
  • Added by: which User in the DMS adding this Activity.
  • With Contact: the Contact who is set to perform the Activity.
  • Activity Separation: create separate Activities for each Contact or if they should all be linked through this Activity.
  • Assigned to: assign this Activity to another member in your organisation. Once the Activity is created, this will notify the Contact by Email.
  • Subject: the subject of the Activity. (e.g. “Thank you calls”).
  • Campaign Group: legacy field that is currently not being used. Please leave it blank.
  • Engagement Index: legacy field that is currently not being used. Please leave it blank.
  • Location: the location the Activity is set to take place.
  • Date: the date the Activity is set to take place.
  • Duration: the approximate scheduled time.
  • Activity Status: whether the Activity has been completed, is scheduled for the future, did not take place, etc. You can also add new Statuses by selecting the “gear icon”.
  • Details: optional details of the Activity.
  • Priority: if the Activity is Urgent, Normal or Low Priority. If marked Urgent, the Activity will appear in red. You can also add new Priorities by selecting the “gear icon”.

4. Once all details have been filled out, select Save and the Activity(ies) will be added to the Contact’s Profile.


 

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