Previewing and Exporting Enquiry Activities
How to export your Activities from Tractivity
- You can do this from either; View Organisation, View Contact or View Enquiry Screen. Here we are working from the View Enquiry screen
- Move down to the Halfway Navigation Bar, you will see the Activities tab , click on the tab
- You can click the eye icon on the left to view any accompanying notes related to each Activity
- Go to the top right, just above the Activities list, click on the Preview Activities red button.
- Select all using the check box,or, select the Activities you want to export and press the red Export Activities button.
- Now you will see a word document open in the bottom left of you screen, open that to view your exported Activities.