{"id":15240,"date":"2024-12-19T09:03:04","date_gmt":"2024-12-19T09:03:04","guid":{"rendered":"https:\/\/learnsuite.pcrecruiter.net\/site\/?post_type=docs&p=15240"},"modified":"2024-12-19T09:03:04","modified_gmt":"2024-12-19T09:03:04","password":"","slug":"track-activities-and-follow-ups","status":"publish","type":"docs","link":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/activities\/track-activities-and-follow-ups\/","title":{"rendered":"Track Activities and Follow-Ups"},"content":{"rendered":"\n

Activities are used to record communications, events, and actions related to a record (i.e. telephone calls, emails and letters sent, interviews, etc). This is a useful way to track the relationship with a record since activities can be searched and reported on. Many actions you perform in PCRecruiter will automatically record an activity (click here<\/a> for a list of system generated activities).  However, you can use Custom Activities to manually record actions such as leaving a voicemail or making a specific type of call.<\/span><\/p>\n\n\n\n

Administrators:<\/strong> click here<\/a> to learn how to setup custom activity types.<\/span><\/p>\n\n\n\n

Viewing Existing Activities<\/span><\/h3>\n\n\n\n
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  1. Go to the record you wish to view activities for.<\/span><\/li>\n\n\n\n
  2. Choose the Activities<\/strong> tab.<\/span><\/li>\n\n\n\n
  3. Here you can see the following:<\/span>\n
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    1. Date & Time<\/strong>: Shows the Date & Time that the activity took place. This may also show a future date indicating a follow-up that has been scheduled.<\/span><\/li>\n\n\n\n
    2. Activity Type<\/strong>: This indicates the type of action that has been completed. Examples of these include Cold Call, Left Voicemail, etc.<\/span><\/li>\n\n\n\n
    3. Result<\/strong>: Shows a result of the Activity Type, for instance Connected, Attempt, Missed Call, etc.<\/span><\/li>\n\n\n\n
    4. Username<\/strong>: The username that has completed the action or the user whose name is selected when creating a new activity.<\/span><\/li>\n\n\n\n
    5. Activity Text:<\/strong> This is a box that will contain any notes pertaining to your activity. This box will include your email body where appropriate.<\/span><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n\n\n
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      Adding an Activity<\/span><\/h3>\n\n\n
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      1. Go to the record you wish to schedule an activity for.<\/span><\/li>\n\n\n\n
      2. Click the <\/span>Add <\/strong>dropdown at the top right of the record and select Activity<\/strong>.<\/li>\n\n\n\n
      3. To modify when the action occurred, select the <\/span>Date And Time<\/strong> box and use the calendar picker to select the date and time.<\/span><\/li>\n\n\n\n
      4. Checkmark the box for <\/span>Schedule <\/strong>to place the activity on the PCR calendar of the selected User Name.<\/span>\n