Home → Records → Activity page → Overview
3.1. Overview
The "Activity" page can be found in the "Go To Page" / burger menu within the top left-hand corner of an open record.
Here users can view and amend all activities undertaken by customers/members.
The Activity page stores and categorises Sales, Bookings, Export Docs, Member Events, News, Offers, Vacancies, Postings and Quest Downloads.
Once selected, the Activity page for the record will display all customer/member activities within a grid.
The data within the Activity grid can be sorted, grouped, filtered, categorised and exported.
The Activity page also enables Users to:
- Edit any item (bookings, sales, export docs, offers etc)
- Bulk edit multiple items
- Add interactions for items
- Add interactions for multiple items
- Send email interactions for items
- Send email interactions for multiple items
- Add tasks and alerts for items
- Clone items
- Remove items
- Bulk remove items
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