Patron Activities What are activity tasks?
• Making a phone call; • Sending slides or artwork; • Writing a letter; • Sending a price list; • Creating and sending a mailing list. What is an activity record? An activity record is a record that describes a specific activity for a specific patron or a group of tasks for a specfic patron. Thus, an activity record can include one task or several tasks. What is activity purpose? The purpose is the description of the activity/activity tasks. When you create invoices, show entries, mail lists, projects or registries, an activity record is created automatically. You can edit the purpose field of the activity record to better describe what you have done with the patron. When you send a letter, price list, or media, an activity record is automatically created. You can edit the purpose field of the activity record if it does not meaningfully describe what you have done with the patron. When you create an activity record in the patron activity form, you must fill in the Purpose field yoursel
Related Questions
- ACTIVITY TIME FRAME: Information indicates that only activities undertaken "since 1 July 2009" are counted. Does this mean all activities completed before July 2009 will not be considered?
- If a live activity is turned into an enduring material is it considered two separate activities?
- Patron Activities What are activity tasks?
