How To ... 
 
Manage activities 

Overview 
The Activity Tab 
The Activity List window 
Creating an activity 
Editing an activity 
Deleting an activity 
Searching for an activity 
Browsing the activity list 
Filtering the activity list 
Printing an activity report 
 

Overview 
CyberContact allows you to Schedule activities and tasks, to monitor those activities and to filter and browse your activity list. 

Creating an activity 
To create a new activity: 

1. Navigate to a contact.
2. Click the Activities Tab in the Main Screen. The Activity Tab Page opens.
3. Click the Add New Activity Button on the local button bar. The Activity Dialog Box opens.
4. Type in the activity information.
5. Click OK.

Editing an activity 
To edit activity information: 

1. Click on the left column of the grid to select an activity. The yellow indicator points to the activity.
2. Click the Properties button on the local button bar. The Activity Dialog Box opens.
3. Edit the activity information.
4. Click OK.

Deleting an activity 
To delete an activity: 

1. Click on the left column of the grid to select an activity. The yellow indicator points to the activity.
2. Click the Delete Activity button on the local button bar, or press Alt+Del on your keyboard. A confirmation dialog box appears.
3. Click Yes to delete the activity.

Searching for an activity 
To search for an activity: 

1. Click the View Activity List Button on the Button Bar. The Activity List Window opens.
2. Click the Search Button. The Search Dialog Window opens.
3. In the Search By field specify the field you want to search on.
4. In the Search Character Field type the value you want to search for. The indicator points to an item that matches your value.
5. click OK.

Browsing the activity list 
To browse the activity list: 

1. Click the View Activity List Button on the Button Bar.  The Activity List Window opens
2. Browse the list.

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Printing an activity report 
To Print an activity report: 

1. Click the View Activity List Button on the Button Bar.  The Activity List Window opens.
2. Specify your criteria for the report in the Activity, Date and Status fields. A filtered list appears in the window.
3. Click the Print Activity Report button. The report appears on the screen.
4. Click the Print Report button.