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Navigating to an Activity record from an Activity Report

Through reports, you can edit, delete, or mark an activity as completed by opening the record. 

  1. Click on Reporting in the top menu.

  2. Click on Reports

  3. Select a Standard Activity Report from our list or +Create a custom report.

  4. Find your contact/activity in the report list.

  5. Click on the +next to the display name to reveal the activity details

  6. Click on Open Record

  7. To edit or delete the activity record click on the three dots in the right hand corner.

  8. Choose to edit or delete the activity.

  9. Save any changes.

  10. To mark an activity complete click on the the blue Mark Complete button