Working with 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 this week

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 this week

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 this week