Kavi® Members Help

Chapter 89. Add Company Activity Record


The Add Company Activity Record tool allows administrators to add an activity record to a company's activity history. Once created, the activity record cannot be edited, so it becomes a permanent part of the Company Activity History. This activity record can only be viewed by administrators. It is displayed on Manage a Company in the Admin Area Tools and Company Activity History in the Report Area Tools.

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How to Add a Company Activity Record

Depending on the path you took to this tool, you may have already performed the Search and Select steps. For tips on searching, see the page help for the Manage a Company tool.


Provide the information you would like to add to this activity record, then click Add. Certain fields are prefilled, including 'Origination' and 'Submitter's Username'.

Option Description
Date The date of the event to which this activity record pertains. This defaults to the current date, but if you are adding an activity record for an event that happened in the past, such as a comment explaining a change that was already made to this company's information, you may set this value to the date that the information was changed.
Origination Automatically set to Admin Addition.
Submitter's Username Automatically set to the username of the company representative entering the record.
Company The full name of this company is displayed.
Activity Type Select from one of several default activity types (e.g., 'Comment', 'Edit', 'Reminder'), or an activity type specific to this organization.
Activity Note Enter your note in this field.


You've just added an activity note to this company's activity history! Click Add Another if you want to add another activity record.

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Related Topics

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