Activities

Information to help you manage your Activities

Simon Zimmerman avatar Hannah Palmer-Bownes avatar Andi Herring avatar
14 articles in this collection
Written by Simon Zimmerman, Hannah Palmer-Bownes, and Andi Herring

Adding Pictures or Files to Activities

Help paint a picture of the activity completed
Andi Herring avatar
Written by Andi Herring
Updated over a week ago

Merging Activity Subtypes

Have you got several duplicated Activity Subtypes? Learn how to merge your Subtypes to keep Solomon organised.
Hannah Palmer-Bownes avatar
Written by Hannah Palmer-Bownes
Updated over a week ago

Third-party reporting notifications

Email details of an Activity to a third-party immediately after it has been saved on the Activity Wizard.
Hannah Palmer-Bownes avatar
Written by Hannah Palmer-Bownes
Updated over a week ago

Photo upload: compress images when uploading them to your Activities

Learn how to compress your images to speed up performance in Solomon.
Hannah Palmer-Bownes avatar
Written by Hannah Palmer-Bownes
Updated over a week ago

Duplicating Activities

Save time by duplicating reoccurring Activities
Hannah Palmer-Bownes avatar
Written by Hannah Palmer-Bownes
Updated over a week ago

Recording Training Activities

Measure the value of training delivered to businesses or employees
Andi Herring avatar
Written by Andi Herring
Updated over a week ago

Hiding Activities from the Timeline

Understanding what you can make visible to Guest accounts
Hannah Palmer-Bownes avatar
Written by Hannah Palmer-Bownes
Updated over a week ago

Creating new Activities

Learn how to create a new Activity and link it to a Business, Person and Task.
Hannah Palmer-Bownes avatar
Written by Hannah Palmer-Bownes
Updated over a week ago

Moderating Activity changes

Learn about using the "For Review" flag to moderate Activities
Simon Zimmerman avatar
Written by Simon Zimmerman
Updated over a week ago

Managing Activity Subtypes

Learn how to add, remove and update Activity Subtypes
Simon Zimmerman avatar
Written by Simon Zimmerman
Updated over a week ago

Getting the most out of Activities

An introduction to recording the work you do to benefit your customers
Simon Zimmerman avatar
Written by Simon Zimmerman
Updated over a week ago