Log a Call
1. Open the Relationship to log the call.
2. Navigate to Activity and click Recap your call.
3. FIll in the relevant fields.
- All fields with a red asterisk are required.
- Generally, Due Date is a required field, while others are recommended or optional.
- Description provides a summary of the conversation with the customer.
- Select the Left Voice Mail check box if you make a call to a customer and leave a voice mail. You can also select this check box if a customer leaves a voice mail message with you.
4. Click Save.
The Phone Call Activity must be marked Complete to advance the Last Conversation and Next Conversation fields on the Relationship's InTouch tools.
Add a New Task
1. Open the Relationship to add the task.
2. Navigate to Activity and click New Task.
3. FIll in the relevant fields.
- All fields with a red asterisk are required.
- Generally, Due Date is a required field, while others are recommended or optional.
- The Assigned To field is set to the current user by default. If you want to reassign the task, click the lookup, then select another user or team.
4. Click Save.
Once saved, the task will be assigned to the user indicated, or can be marked Completed by selecting the checkbox next to the task.
Add a New Event
1. Open the Relationship to add the event.
2. Navigate to Activity. Click New Event.
3. Fill in the Event Details.
- All fields with a red asterisk are required to save.
- Check Event Complete if the meeting has already happened.
- Check Is a Client Review Meeting if it's the formal review. This will adjust your Last and Next Review Dates in InTouch.
4. Click Save.
The Event Activitiy must be marked Complete to advance the Last Conversation and Next Conversation fields on the Relationship's InTouch tools.
Send an Email
Note: Most firms choose to send emails through their own email provider for compliance purposes. Check with your Administrator for best practices.
1. Open the Relationship to send the email.
2. Navigate to Activity. Click Email.
3. Enter the email address of the recipient.
4. Enter a Subject.
5. Create your email in or insert a template by clicking the template icon. 
6. Click Send.
