Finding Historical Activity Data

Record information that existed prior to the use of netFORUM in Historical Activity records. These records allow you to maintain a complete record of information for individuals and organizations, even if said information predates implementation of the netFORUM system. For instruction on how to record historical activity, see theTracking Historical Activity Data help topic.

1. Hover over the Module tab. In the drop-down menu, click CRM.
2. On the CRM Overview page, expand the Individuals or Organizations group item and click Find Historical Activity.
   

3. In the Find–Historical Activity form, enter search criteria to find the record.

   • Individual or Organization's Sort Name

   • Activity Code

   • Activity Description

   • Activity Invoice Number

   • Activity Amount

   • Date

   • Reference

4. In the List results, click the desired record.

The Historical Activity record displays and can be edited. Update or add information to the following fields:

• Code (required)
• Description: A brief description of the activity.
• Invoice Number: If applicable, the invoice number appears in this field.
• Amount
• Date
• Reference: If there is a record, individual, organization, or incident related to this instance of activity, it can be included via this field.
• Note: Enter detailed notes on the activity in this text box.