Site Activity

The Activity page in Site form displays list of all the transactions performed on the site so far. The transactions include adding attachments and logging activities like phone call, note and email. Also, you can expand the desired activity and perform more transactions which will again get added to the ‘Activity’ news feed.

  1. To add a new attachment, from the Log dropdown list, select Add Attachment and then enter appropriate data.

  2. To log phone call, from the Log dropdown list, select Phone Call and then enter appropriate data.

  3. To log note, from the Log dropdown list, select Note and then enter appropriate data

  4. To log an email, from the Log dropdown list, select Email and enter appropriate data