Category "Activities"
There are 15 results found
As part of Partner Platform’s assimilation into Zywave, there are 2 new resources available to you for your training and support needs. Zywave University replaces Partner Learning Center and PartnerNet as the primary resource for training webinars and on-demand content. […]
This QuickGuide explains where activities can be accessed in Partner Platform.
This QuickGuide explains how to clear reminders once the activity can be closed.
This QuickGuide explains how to add, delete and inactivate Note Types in the Desktop Admin Settings.
This QuickGuide explains how to create a note activity and how to assign and change reminders for yourself and others.
This QuickGuide explains how to quickly change the number of days in advance to view your reminders.
This QuickGuide explains how to set your User Preferences to default a specific number of days from today for your reminders on activities.
This QuickGuide explains how to set your User Preferences to have a note activity open automatically after attaching a document or sending an email from Partner Platform.
This QuickGuide explains how to create a To Do List activity and how to assign and change reminders for yourself and others. To Do Lists must be set up by the agency in Partner XE Administration first.
This QuickGuide lists some examples of Note Titles used by agencies.
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