logo
Welcome. Login. New Registrations are disabled.

Notification

Icon
Error

Options
Go to last post Go to first unread
sliston  
#1 Posted : Thursday, December 12, 2019 3:11:29 PM(UTC)
sliston
Rank: Advanced Member

Posts: 123

Add Activities to a Contact (Web)

Web Mortgage Manager lets you add several Activities to a Contact. Start by clicking on Activities from the Contact screen (Figure 1):

(Figure 1: Contact - Activities)

Note that there are icons for some Activities (Figure 2):

(Figure 2: Contact - Activities - Icons)

You can also click on the Activities List to see the full range of selections (Figure 3):

(Figure 3: Contact - Activities - List)

The dropdown displays the list of Activities (Figure 4):

(Figure 4: Contact - Activities - List - Dropdown)

Use the scrollbar on the right to scroll down and see the rest of the list (Figure 5):

(Figure 5: Contact - Activities - List - Dropdown - Scroll)

Use the Activities tab to choose from a full list of Activities.

You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.