{"id":5484,"date":"2016-02-29T22:01:56","date_gmt":"2016-02-29T22:01:56","guid":{"rendered":"http:\/\/learning2.pcrecruiter.net\/?p=5484"},"modified":"2026-03-12T19:33:51","modified_gmt":"2026-03-12T19:33:51","password":"","slug":"track-activities-and-follow-ups","status":"publish","type":"docs","link":"https:\/\/learning.pcrecruiter.net\/site\/docs\/activities\/track-activities-and-follow-ups\/","title":{"rendered":"Track Activities and Follow-Ups"},"content":{"rendered":"

Activities are used to record communications, events, and actions related to a record (i.e. telephone calls, emails and letters sent, interviews, etc). This is a useful way to track the relationship with a record since activities can be searched and reported on. Many actions you perform in PCRecruiter will automatically record an activity (click here<\/a> for a list of system generated activities). \u00a0However, you can use Custom Activities to manually record actions such as leaving a voicemail or making a specific type of call.<\/p>\n

Administrators:<\/strong> click here<\/a> to learn how to setup custom activity types<\/p>\n

Viewing Existing Activities<\/h3>\n
    \n
  1. Go to the record you wish to view activities for.<\/li>\n
  2. Choose Activities<\/strong> from the Navigation menu.<\/li>\n
  3. Here you can see the following:\n
      \n
    1. Select<\/strong>: Allows you to choose multiple activities to delete. (Deleting is done via the trash can icon in the action menu.)<\/li>\n
    2. Save<\/strong>: If you need to edit any part of the activity (Date, Username, Text, etc.), you will select the corresponding Save icon to save your changes.<\/li>\n
    3. Date\/Time<\/strong>: Shows the Date\/Time that the activity took place. This may also show a future date indicating a follow-up that has been scheduled.<\/li>\n
    4. Activity Type<\/strong>: This indicates the type of action that has been completed. Examples of these include Cold Call, Left Voicemail, etc.<\/li>\n
    5. Result<\/strong>: Shows a result of the Activity Type, for instance Connected, Attempt, Missed Call, etc.<\/li>\n
    6. Username<\/strong>: The username that has completed the action or the user whose name is selected when creating a new activity.<\/li>\n
    7. Activity Text:<\/strong> This is a box that will contain any notes pertaining to your activity. This box will include your email body where appropriate.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

      Adding an Activity<\/h3>\n
        \n
      1. Go to the record you wish to schedule an activity for.<\/li>\n
      2. Click the Add Activity<\/strong> action icon.\n
          \n
        1. You can also go to the Activities navigation icon to view all activities, then select Add from the action menu.<\/li>\n<\/ol>\n<\/li>\n
        2. To modify when the action occurred, select the Date And Time<\/strong> box and use the calendar picker to select the time.<\/li>\n
        3. Checkmark the box for Schedule <\/strong>to place the activity on the PCR calendar of the selected User Name.\n