Contacts - Attach a Standard Activity Plan

This area allows you attach a Standard Activity Plan to a Contact. There are a few methods that be may be adopted to attach a Standard Activity Plan to a Contact - automatic or manual. The automatic option allows you to append a Standard Activity Plan whenever you save a new contact by invoking the Attach Standard Activity Plan Active window. The manual option allows you to append a Standard Activity Plan at any time. Please see Attach/Detach Standard Activity Plan for instructions on manually attaching or detaching a Standard Activity from a Contact.

Ensure you have created a Standard Activity Plan before proceeding with the instructions below. See: Create a new Standard Activity Plan

1.       When the Save and Close button is selected to save a new or edited Contact, the Attach

Property Activity Plan Active Window will be displayed.

2.       The system will display all relevant Contact Activity Plans in the Standard Activity Plan Drop
          Down List for a target status of Current

3.       Select the appropriate Standard Activity Plan from the Drop Down List.

4.       The Start Date will default to the current logon date, alter this if you want the Standard Activity

Plan to start on a different date. Enter the date using the Calendar Drop Down List.

5.       Click on the OK button to attach the plan or click on the Cancel button to discard the

attachment.

6.       The items will appear in the Tasks area as well as the Calendar > Task Pad View on the

relevant commencement date for the relevant staff member.