How to record an activity with a related event

When recording an activity you have the chance to link it to a calendar event. This functionality is specially useful when you are recording a future activity as you can set a reminder to not forget about it. Follow these steps to see how easy it is.

A. In the Contacts section click on the contact for whom you will record the activity.

B. In the contact click on the Wheel to open the menu and select Create activity.

C. Complete the details of the activity

D. Click on Add event

E. Set the Starting and Ending date of the event

F. Set a Reminder

G. Add Notes to the event

H. Finally, click on Save

I. Confirm if you want to save it only or send also a notification in case there is other user involved.

J. You can see now that the event has been included in the contact file as well as the activity.

K. If you go to the Calendar, you will find the event there.