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thankQ Help

Navigation: CONTACTS > CONSOLIDATED VIEW - CONTACT ACTIVITY

User – Select Activity to Display

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As a user you can decide which of the thankQ modules you want displayed on a contact record. The information will only be displayed if you have access to that module.

1.On a Contact form click the Cog under the Contact Activity tab.

2.Click Select Activity to Display.

SelectActivity

3.Place a tick into all the modules to be displayed.

4.Click Select.

CONTAC~1_img3

5.Click the Refresh button.

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Example:

Click on the magnified glass to open the selected form.

MagnifyingGlass