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InterAction+™ AI Answer Center

Working with Activities

  • Updated

You can edit an existing Activity. You can also delete an Activity. If it is enabled by your system administrator, you can also download the List of Activities to a .csv file.

To Edit an Activity:

  1. Do one of the following to navigate to the Contact Details for the Activity you want to edit:

    • Search for the Contact and select the Contact name. Refer to Searching in InterAction+™ CIM.
    • Click on the Contacts tab and select the contact Name
    • Click on the Contact Types tab and select the Contact name from Favorites or select All, drill down to the Contact name, and then click on the Contact name
    • Click on the Lists tab and select the Contact name from Favorites or select the appropriate List and drill down to the Contact(s) name, and then mark the check box(es) in front of the Contact(s) name
  1. Click on the Activities tab in the center of the page and hover your mouse over the Activity you want to edit.
  2. Click the edit icon in the same row as the Activity you want to update.
  3. The Edit Activity screen will display.
  4. Update the information on this screen. (See Creating a New Activity for a Contact or a Contact List for more information on individual fields.)
  5. Save your changes.

To Delete an Activity:

  1. Do one of the following to navigate to the Contact Details for the Activity you want to delete:

    • Search for the Contact and select the Contact name. Refer to Searching in InterAction+™ CIM.

    • Click on the Contacts tab and select the Contact Name. The Contact Details Page will display.

    • Click on the Contact Types tab and select the Contact name from Favorites or select All, drill down to the Contact name, and then click on the Contact name. The Contact Details Page will display.

    • Click on the Lists tab and select the Contact name from Favorites or select the appropriate List and drill down to the Contact name, and then mark the check box in front of the Contact name.

  2. Click on the Activities tab in the center of the page and hover your mouse over the Activity you want to delete.

  3. Click the delete icon in the Activity's row.
  4. Confirm the Activity deletion.

To Download a List of Activities:

  1. Navigate to the Contact details page by doing one of the following:
    • Search for the Contact and select the Contact name. Refer to Searching in InterAction+™ CIM.

    • Click on the Contacts tab and select the Contact Name. The Contact Details Page will display.

    • Click on the Contact Types tab and select the Contact name from Favorites or select All, drill down to the Contact name, and then click on the Contact name. The Contact Details Page will display.

    • Click on the Lists tab and select the Contact name from Favorites or select the appropriate List and drill down to the Contact name, and then mark the check box in front of the Contact name.

  2. Click on the Activities tab in the center of the page. The Activities will be sorted with the most recent Activity at the top of the List. The Activities screen for the Contact will be displayed.
  3. Click the download icon .

If the download icon is not available, the download feature has been disabled by your system administrator.