You are here: Activities > Client Level Activities

Client Level Activities

Activities can be processed at the client level. These activities apply to the client selected. The activity link will only appear on the Client screen if the user has security privileges to perform client level activities. Client level activities are added and processed on the Client screen.

If Activity Shading is enabled, then activities will display on the Client level Activity screen in various colors according to their status. Refer to the explanation of color statuses for additional information.

Nonreversible Activities

Some activities are configured to prevent a user from reversing or recycling it once it is processed. These nonreversible activities will not have a delete or recycle icon. They are also not affected by other activities that are reversed or recycled around them. A special Delete checkbox is available in the options at the top of the Activity screen. If a user has the proper security privileges, then this box can be checked to grant the user the ability to delete a nonreversible activity or spawn. Clicking the Delete checkbox applies a trash can and recycle activity to the Activity column for the activity.

Steps to Process Client Activities

Open a client record.
Click the Add Activity link on the Secondary menu.
Select the activity from the drop down list.
Enter the activity details.
Click OK.
Click the Activities link in the Left Navigation menu. This will open the Activities screen.
Click the lightning bolt icon to process the activity.

Client Activity on Client Activity Screen

Client Screen with Activity Links