This lesson will show you how to set up your Client Activity Subjects for use with Tasks and Log an Activity functions
Client Administration
Scroll down to Client Administration and click on the Client Activity Subjects link
Adding your Subject
1. Type in the text of your activity subject
2. Click Add Subject
Edit/Delete Existing Subjects
Add as many subjects as you would like and you can use the Pencil icon to edit the text for subjects or use the Red X to delete a subject
Comments
0 comments