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This text refers to program version 4.3  

Completing an Activity

As you work your way through your Activities, you will want to mark off each one as completed. This will have the effect of building up an accurate contact history for the Customers concerned.

To do this, open the Activity and click the Done box. Change to the 'Text' card to record any comments about the carrying out of the task in the grid area. Click the [Save] button in the Button Bar to save the changes.

Once an Activity has been marked as Done and saved, many fields such as the Start and End Dates and Times and the Persons cannot be changed. If you realise that a Done Activity contains a mistake, you can be delete it by selecting 'Delete' from the Record menu.

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