Add a Contact to an Activity

When you schedule an activity, you can enter one contact name in the Primary Contact field on the Detail tab of the Activity dialog box. Use the Contacts tab to associate additional contacts with the activity.

To add a contact to an activity, complete the following steps:

1. Open the Activity dialog box, and click the Contacts tab.
2. On the Contacts grid toolbar, click Insert.
3. On the Contact Lookup form, select the contact that you want to add to the activity, and click OK. Ajera CRM adds the contact to the activity schedule and adds the contact's name to the Contacts grid on the Contacts tab.
4. On the Contacts tab, select the Notify Contacts check box to send an activity notification to each contact, and click OK. If you opened the Activity dialog box from the Activity Calendar, your entries are saved automatically.

   If you opened the Activity dialog box from an Info Center or from the Activity Manager, you must click Save on the form's toolbar to save your entries.