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Knowledgebase
How to record and save a contact offline activity by User
Posted by The Team at Mindmatrix on 14 March 2018 05:21 PM

Feature:

This feature allows the User to record and save any offline activity (not from AMP) done for a contact like “Met at Starbucks”, “Made a phone call”.

Who will be using this?

This feature will be used by all the Users.

Benefits:

This will provide User to record the activity done for the contact other than ones of AMP. Hence if the User called up the contact, met in person, all such activities will be recorded manually by the User.

Process:

In the “Views” option for every contact, there will be a link for “Offline activity” (Icon used is fa-male).

When the User will click on this it will display the grid of all the offline activities done for the contact by the User.

The grid will display the Name, Description, Date, Type and the created/updated date of the activity. The name and description will have trimming based on the size of the column and full info will be on hover.

 

Clicking on “Create”, User can create a new offline activity.

The fields on this form are “Name” (Full: text field with character limit of 100 and mandatory), “Description” (Full: Text area with character limit of 500 in front-end while nvarchar(max) in DB), “Date” (Half: Date-Time filed which is mandatory), “Type” (Half: text field with character limit of 50).

The same form with saved data will be populated on “View” i.e. clicking on the row in the grid.
Note: When in “View” mode User cannot modify the field value of the activity and there will only be “Close” button.
Deleting record will not remove it from the feed.

Once an offline activity is saved then it will create a contact feed record (offline activity for the contact) as {{activity name}} offline activity done by {{User fullname}}

There will be separate filter type of this feed as “External” which will be populated in the Contact feed drop down.

Clicking on the offline activity will load the “View” page providing all information of the activity.

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