Logging memberships activity or external email

  1. Select Memberships. The Membership List page is displayed.
  2. Click a membership name. The Membership details page is displayed.
  3. Click Log Activity in the Communication History section. The Log Activity page is displayed.
  4. Specify this information in the Activity Details section:
    Owner
    The owner of the membership activity.
    Contact
    The contact person for the membership activity or external email.
    Related Business Type
    The type of related business.
    Related Business Name
    The name of the related business.
    Date
    The date on which the activity is logged, or data related to the external email is added.
    Activity / Email
    The type of log.
    Category
    The category of the activity.
  5. Specify this information in the Communication Content section:
    Subject
    The main subject of the activity or external email.
    Details
    The details of the activity or external email.
  6. Click Save.
    Note: You can also use these options:
    • Save and Add Task: Save the log activity and add a task related to the membership for which the activity is logged.
    • Save and Add Appointment: Save the log activity and add an appointment related to the membership for which the activity is logged.