Log an account activity

Before you start

Open the relevant account from Accounts. Check the company heading before adding an entry. This example uses Harbor Spring Products and a Note about spool packaging.

An activity entry records information on the account. This procedure does not send an email or schedule a meeting.

Add a Note

1. Open Add Activity

   In the account's Activity card, select Add, beside the card heading. The Add Activity form opens.

2. Enter the activity details

   For Type, use Note. Enter a Title and the supporting Description.

   For example:

   Field	Example
   Title	Spool packaging requirements
   Description	Use protective wrap and edge guards on each 10 lb spool. Keep the heat label visible.

   

   The Add Activity button is disabled while Title is empty.

3. Save and check the entry

   Select Add Activity. Wait for the form to close and the entry to appear in Activity.

   Check the title, description and displayed date/time. Reopen the account if you need to confirm the entry persisted.

   

Expected result

Review before saving

In this example, the saved entry's three-dot menu offered Delete, with no Edit action. Check the wording before selecting Add Activity. This article covers adding and reviewing entries; deleting an entry is a separate action.