- Go to Configuration, then click on “Manage Activities” found in the sidebar under Activities
- Click the [+] button in the “Activities” header and click on “New Activity”, or
- Mouse over the Options icon to the left of an Activity to “Edit” a current listing
- When you have created (or edited) all the relevant information, click on the “Client” tab
- Enter a few letters of the first and/or last name of the Client you wish to associate with this Activity
- Optional: check to “include archived clients in search”
- Click the [Search] button
- Select the desired client by clicking the round box to the left of the name
- If you want to know more about the client, you can select “View” from the Options icon beside the client’s name
- Click the [Save] button