Dashboard Elements

The Dashboard shows your day-at-glance. You can quickly see:

  • Activities scheduled for “Sometime”
  • Activities that are past due
  • Today’s activities
  • Contacts associated with the activities
  • Locations for the activities
  • Today’s activities by activity type using the filters, at the top of the Activities column

Tap an activity you see the associated contacts and location. When and activity has been completed the appearance changes and the activity associated contacts and location are shaded with a strikethrough to indicate it has been done.

Completed Activity

Scheduling

To schedule an activity from the Dashboard tap + at the top of the Activities column.

Complete, Uncomplete, Edit or Delete Activities

You can quickly complete an activity from the Dashboard with a short, right swipe. This will complete the activity without an Outcome. A long, right swipe prompts you to enter an Outcome and Notes before completing the activity and saving a Log entry to the contact records of the participants. If an activity has been completed a long, right swipe will uncomplete the activity and put it back on your calendar.

Complete an Activity
Complete an Activity with Outcome

A short, left swipe reveals the edit icon and a long, left swipe lets you quickly delete the activity.

Edit an Activity
Delete an Activity

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