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#1 Posted : Thursday, December 12, 2019 3:11:29 PM(UTC)
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.

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