Managing Activities

Activities in Rhythm track interactions associated with a record. Activities are mostly used on Contacts and Organizations.

Managing Activity Types

• From the CRM App, you can click on Contacts to go to the Contacts Overview screen
• Click Setup
• Under Contacts on the left navigation panel, click on Activity Types
• You will see a list of existing activity types.
• To add a new activity type, click Create Custom Activity Type Button
• Enter in a Name. An ID will be auto-generated, but you will have the ability to modify it. ID’s must be unique and the system will check for duplicates.
• Click Save to create the activity type. 

Activity Timeline

• When viewing a record 360 screen, there is an Activity Timeline tab. 
• The activity timeline shows all manually-added custom activities associated with the record. 
• Click Add Activity to associate a new activity on the record.
• You can enter in:
  • Activity Type
  • Summary
  • Description
  • Activity Date
• Click Save Changes to create the activity
• When viewing the Activity Timeline, you can search through the records activities by using:
  • Keyword search field
  • Selecting the type of activity
  • Date Range
• When hovering over an activity, you can click the Edit icon to make modification or the Delete icon to remove the activity from the record