Option 1: From the Main Menu.
The Assigned To field defaults to the User that is currently logged into the system. Change this field if necessary.
(Optional) Enter a Location and select a Status.
To link a Contact to this Activity, navigate to the Links tab. Click the binoculars icon next to the Contacts field. Choose the Contact that is associated with this record by double clicking on the Contact’s name. You will be returned to the Activities Screen.
To identify if you would like the activity to appear in your calendar or to schedule a reminder alarm or recurring activity, navigate to the Calendar tab and choose the appropriate options.
Click the icon to save the record.
Option 2: From the Calendar.
Option 3: From a Contact Record