Adding & Modifying Activity Types
Activities are used to track key interactions that take place between your charity and the Contacts within the DMS. There are many pre-set Activity Types available, but if these do not suit the needs of your charity, you can create Custom Acti...
Adding Activities to Contacts
After learning all about Activities , you can manually log them against your Contacts in the DMS to keep track of crucial donor interactions. Adding a Single Activity 1. Visit the Contacts Tab 2. Search for the Contact you want to add a...