Activity - Record conversation

This activity records a conversation in the context of this dossier.

In the activity you must record the date and time of the conversation.

You can also record any comments about the conversation and the people involved in the conversation.

The list of people you can choose from are people who already have a role in the dossier, if there were other people at the conversation you can enter them in the remaining field.

After everything has been filled in, click on finish.

If this activity has been set up for you to have a link with Outlook, the Outlook invitation will be updated based on the date and time that you specify in this activity after saving.