What decides which records appear under Recent Activities?

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• What Are Activities Used For

  An important aspect in CRM is to keep track of all the tasks, meetings, calls, events, or activity records.You can neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales ...

• Can I delete activities?

  Yes. Activities can be deleted, provided you have delete permission. Use the Delete option available in the Activities home page.

• Getting Started - Product Customization

  Customize modules  Create a new module or edit an existing module by adding custom fields, adding new sections, setting field permissions and editing field properties. Organize modules  Arrange the modules in your Nonprofit Vertical CRM account based ...

• How can I group records?

  In Nonprofit Vertical CRM you can group records by creating a custom list view. If you want to group records, it means that you will have one field of the same value in all those records. You can specify this as the criteria for forming a custom list ...

• How to Search Records

  The search option helps locating specific information or specific records without having to go through the entire list of records, thus saving time in finding records. The different search options available in Nonprofit Vertical CRM are: Search by ...