Create and use Contact Activities

Updated January 07, 2025 20:41

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

On the Contact Tab
Click on the Quick Actions Widget
Click on Log Activity
Fill out the following information. In the Log Activity window, any message you compose can also be saved as a Template for future use. Access saved Templates from the Templates dropdown or Save a new one with the Save icon beside the dropdown.
Click on the Submit button

Contact Search page

Contact Search page

Contact search page - via Mass Actions

On the Contact Search tab
Select the Contact to add the Activity
Click on Mass Actions
Click on Add Activities
Fill out the following information
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

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.