How to Add Contact Activity

Add contact activity to manage your contacts effectively. Whether you want to keep track of meetings, calls, or general notes related to a contact, adding contact activity makes it easy to record and access this information.

Benefits:

Efficient Contact Management: Recording contact history allows you to keep all relevant information in one place, making it easier to retrieve and use when needed.
Improved Communication: By documenting interactions with your contacts, you can enhance your communication and build stronger relationships.
Better Organization: Our platform categorizes contact history neatly, making it simple to locate specific information quickly.

To Add Contact History:

Step 1: In the left side panel, go to Contacts.

Step 2: Click Actions and select Add Activity from the dropdown menu.

Step 3: Add the Description, select History type, and add Detail. Click "Add Activity" to save the changes made.

Your recorded activity will be automatically categorized under "Contact History." You can access this history on the right-hand side of the screen, where you will find green folders labeled "Contact History."

NOTE: If you wish to edit a note in the future, it is essential to use the "Note Pad" function instead of "Add History." "Note Pad" places notes in a dedicated folder and allows you to make edits. Look for the "Note Pad" folder, where you'll find a blue pencil icon to edit your notes. For more details on using the "Note Pad" feature, visit this link.

That's all about adding Contact Activity in your BigContacts accounts. If you encounter any issues or have any questions, feel free to contact our support team.

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