<img src="https://secure.leadforensics.com/85165.png" alt="" style="display:none;">
Skip to content
  • There are no suggestions because the search field is empty.

Contact Activities - Adding an Activity

Record details of phone calls, emails, meetings and more between you and your stakeholders

Please note: This article reflects changes being introduced to Tractivity as part of the software's major modernisation update. This update is being rolled out to users from December 2025 onwards.

This article explains how to create an Activity under a Contact record. This can be used to log a phone call, meeting or any other interaction with a Contact.

Please note: The fields in the 'Add Contact Activity' form have been configured by your organisation and may look different to the form used in the video below. If you would like to use any additional fields, or add any options to existing drop-down fields, please reach out to your superuser.

 

Adding a Contact Activity

First, find your Contact in the Organisations & Contacts module. On the View Contact page, select Add Contact Activity from the left-hand menu.

The Add Contact Activity form can include the following fields.

  • Title – Add a title which is relevant to the interaction.
  • Activity Type – Define the interaction type i.e. email, phone call or meeting.
  • Activity Amount – This can be used to log a numerical value for the Activity.
  • Status – Specify whether the activity is Pending or Completed.
  • Priority – Set the priority level of the Activity i.e. low, medium or high.
  • Sub Project – For organisations with multiple ongoing projects or initiatives, you can use this option to note the work that the Activity relates to.
  • Notes – The main details regarding your interaction.
  • Sentiment – This can be Positive, Negative or Neutral.
  • Agreement Notes – The outcome of the interaction, such as any actions to be taken following the conversation.
  • Account Group – Highlights which team or department in your Organisation has completed this interaction.
  • Allocated to Teams – Select the Team or Users who you want to view the created Activity on their Home screen. Please note: only Pending Activities will only appear on the Home Screen.
  • Owner Teams – Select who can edit or make changes to this Activity.
  • Make Notes Confidential – If this box is ticked, only Users or Teams assigned in the Owner Teams field will be able to see Notes, Agreement Notes, Email Notes and Activity Attachments.
  • Start Date & End Date – Note the date and time of when the Activity took place (or will take place)

Once you have completed the form, click Save at the bottom.

Adding a Reminder

You can also set up a reminder for your Activity. The form has a checkbox at the end labelled Add Reminder. If ticked, this will open up additional options to set a reminder for this Activity. Reminders will appear on the Home Screen and in automated Tractivity emails.