Log a call or note, and set a follow-up
Keep a record of every call, meeting or visit on the person's page, and set a follow-up so you (or a colleague) remember to call back.
- 1
Open the person's Activity
Open the person. On the Overview tab, the “Activity” box shows everything: gifts, commitments, messages and notes, newest first.
The Activity list. - 2
Log what happened
At the top of Activity, choose Note, Call, Meeting, Visit or Email, type what happened (for example “called to say thank you”) and click “Log”.
Log a call or a note. - 3
Add a follow-up
In “Follow-ups”, type what needs doing in “Add a follow-up…”, pick the date, choose who should do it (or “Anyone”), and click “Add follow-up”.
Follow-ups with a date and a person. - 4
Where follow-ups show
Follow-ups due within a week appear on Home under “Needs attention” and in “To do”. A late one shows its date in red.
- 5
Mark it done
Click the small circle next to the follow-up. It disappears from the lists.
Tips
- Logging a call also tells Yahiv's “Who to call today” list not to suggest them again too soon.
- Notes can be in Hebrew or Yiddish — the box types in either direction.
If something isn't working
It says “Task needs text and date”.
Fill in both the follow-up text and the date before clicking “Add follow-up”.