Category "Activities"

There are 14 results found

Managing Note Types

This QuickGuide explains how to add, delete and inactivate Note Types in the Desktop Admin Settings.

Creating a Note Activity

This QuickGuide explains how to create a note activity and how to assign and change reminders for yourself and others.

Creating a To Do List Activity

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.

Moving Activities

This article explains the steps to move a note to a client, policy, claim, contact or individual.

Web Analytics