Category "Activities"

There are 15 results found

Moving Activities

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

Difference Between Activities, Comments and Messages

This article compares the benefits and usage of messages, comments, notes and to do lists. It also lists common uses for each feature.

Examples of To Do Lists

To learn more about ToDo Lists, view the Partner XE™ training videos or see the Administration & Set-Up page on PartnerNet.

Creating, De-Activating and Deleting a To Do List

This article explains how to create, de-activate and delete To Do lists. To Do lists can be created with steps customized to your agency. The user must have administrator permissions to perform this function.

Creating, De-Activating and Deleting a Note Title

This article explains how to add a note title to be used when adding notes. The user must have administrator permissions to perform this function. This also includes instructions to make a note title inactive.

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