Set up Contact Activities and Tasks (Table Editor)

Avionté has a set of hard-coded activities that users can add to. This list can be found when logging a contact activity or task. These activities are mainly used for logging activities against contacts, such as a follow-up or lunch meeting. 

The system will prevent HCM users from creating duplicate Contact activity names, which can cause confusion and system issues.  Create and edit contact activities and task types to track on profiles.

 

Create new Activity and/or Task

This is listed on the Contact Record > Activities tab 

  1. Click on Account & Settings
  2. Click on Table Editor

    Account Settings - Table Editor.gif

  3. Click on Contact Activities & Tasks tile
  4. Add a name to the New Item field
  5. Select if this will be an Activity, Task, or both.
  6. Click on the Add button
  7. Click on the Close button

Contact Activities Tasks - Add New - Save.gif

 

Example of new Contact Activity / Task

This is listed on the Contact Record > Activities tab 

  1. Go to a Contact's record
  2. In the Quick Actions widget, choose an Activity or Task
    1. Log Activity
    2. Create Task
  3. Select the desired option from the Activity field.
  4. Continue adding information as needed
  5. Click on the Submit button

Contact - Contact Details - Activity Task.gif

 

 

Example of Activity / Tasks logged on Contact

 

 

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