How do I record a contact offline activity?

How do I record a contact offline activity?

Feature:
This feature allows the User to record and save any offline activity (not from AMP) done for a contact like “Met at Starbucks”, or “Made a phone call”.

Process:
Go to "Connections" > select "Contacts".

Select the contact entry that you would like to update.


In the “Views” option for every contact, there will be a link for “Offline activity”.


When the User will click on this it will display the grid of all the offline activities done for the contact by the User. The grid will display the Name, Description, Date, Type and the created/updated date of the activity. By clicking on the “Create” button, a User can create a new offline activity.


"Offline Activity" record data entry fields:
A. Name (Text field with character limit of 100 - mandatory),
B. Description (Text area with character limit of 500),
C. Date (Date-Time field - mandatory)
D. Type (Text field with character limit of 50).


Once a user enters the record data and clicks "save", a new entry will appear in the contact's offline activity record. 

    • Related Articles

    • How do I submit a (Standard Layout) Opportunity record?

      If you, (or your Users, if you are in charge of a Channel) aren't seeing an Opportunities option, make sure the Role has the appropriate Opportunity permissions. Admins can slide the Opportunity feature to the create/own/delete level. You can email ...

    • What are the contact smart list condition options?

      There are many options to create contact smart lists in Mindmatrix. The outline below explains the options available for the condition filters within the contact smart list. Contact Record Data This option is used to filter contacts based on the ...

    • How do I hide the contacts and user activities report?

      Introduction: Managing contact and user activity reports is vital for organizations to maintain control and ensure compliance with policies. The ability to conceal contact and user activity reports is crucial for organizations to manage data ...

    • How to Import Contact Offline Activity Records

      Part One: Formatting a TXT or CSV File for Upload The .txt or .csv file containing the contact activity records should have columns for some or all of the following information categories: Column Title: Email Column Entry Format : Contact email ...

    • How do I configure User, Contact and/or Asset scoring?

      Lead scoring refers to the metrics you use to determine how interested a potential customer is in your product or service. Creating a lead scoring model is a two-part process. First, you must create your scoring rules, and then you use those scoring ...