Create and use Contact Activities

When logging an activity or a task, you will notice the creation, distribution, and details are identical. However, it is important to understand how and when to use each.

An activity is best used to log interactions that have already taken place; for example, leveraging the activity type "Interview Followup" and documenting client feedback after a group has interviewed. 

Key Takeaways

  • Activities in Avionté are best suited for logging past interactions, such as documenting client feedback after an interview, and share similarities in creation, distribution, and details with tasks.

  • Users can log activities from various places within Avionté, including the Contact Profile and Contact Search page, providing flexibility in recording interactions.

  • Avionté keeps thorough records of activities, tracking both assigners and assignees, and allows users to easily view log dates versus assigned dates with the help of intuitive icons for viewing, forwarding, editing, deleting, and pinning activities.

CHAPTERS

Logging an Activity
Viewing Activities/Tracking

 

Logging an Activity

You can log an Activity from the following places in Avionté.

Contact Profile

Contact Profile

Contact Profile > Quick Actions widget

  1. On the Contact Tab
  2. Click on the Quick Actions Widget
  3. Click on Log Activity


  4. Fill out the following information
  5. Click on the Submit button

 

Contact Search page

Contact Search page

Contact search page - via Mass Actions

mceclip2.png

  1. On the Contact Search tab
  2. Select the Contact to add the Activity
  3. Click on Mass Actions
  4. Click on Add Activities


  5. Fill out the following information
  6. Click on the Submit button

 

The Activities will be displayed on the Activities sub tab.

 

Adding Users or additional recipients

When logging an activity, you can log the activity on another user’s behalf by selecting their name in the user drop down menu. If there are multiple users involved in this activity, you can add each user to this activity as well.

Adding Users or additional recipients

Click on the Add Activity User or Include additional email recipients button

 

Example of including additional recipients

 

Invite via Calendar

Invite via Calendar

You can also send an activity receipt to each user, and allow them to sync the activity with their calendar.

 

Once the Calendar checkbox is checked, it also checks the Email checkbox and adds the Email Subject field.

 

Viewing Activities/Tracking

It's important to note that Avionté keeps track of both the assigner and the assignee. You can also view the log date vs the assigned date by simply hovering over the activity.

mceclip4.png

 

Icons

Eye icon (View Activity)

This allows you to view the Activity.

Eye icon (View Activity)

 

Arrow icon (Forward)

This allows you to forward the existing Activity.

Arrow icon (Forward)

A window will appear for you to select the Email program to forward the Activity to.  The Activity will be sent via email. 

 

Pencil icon (Edit Activity)

This allows you to make edits/changes to the Activity.

Pencil icon (Edit Activity)

 

Trash can icon (Delete Activity)

This will remove the Activity.

Trash can icon (Delete Activity)

 

Push pin icon (Pin Activity)

This will put the Activity at the top of the list.

Push pin icon (Pin Activity)

 

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