Activity

Tracks all historic interactions, including calls, emails, and texts

Manage Activity Records in AnyDB

The Activity business object tracks historical interactions such as calls, emails, texts, meetings, and other communications. It provides a central place to record the interaction type, date and time, subject, participants, and discussion.

Description

Use the Activity object to maintain a history of communications and interactions associated with business relationships. It can record when an interaction occurred, classify the activity, identify participating users, capture the subject, and maintain an ongoing discussion around the activity.

Included Fields

Activity

  • Activity ID
  • Activity Type
  • Activity Date & Time
  • Subject
  • Participants

Discussion

  • Comments

Common Uses

  • Call Tracking: Record customer or partner phone conversations.
  • Email History: Maintain a record of important email interactions.
  • Meeting History: Document meetings and discussions.
  • Text Communications: Track relevant text-based interactions.
  • Relationship History: Maintain a chronological history of interactions associated with business relationships.

Related Business Objects

Accounts

Sales

Operations

Included Features

  • Automatic Activity ID generation
  • Activity type classification
  • Activity date and time tracking
  • Subject tracking
  • Multiple user participants
  • Discussion comments
  • Record name includes Activity ID, subject, and record creation date