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Once you have reviewed your Activity record, you can mark it as reviewed by click on the checkbox found on the far right of your screen. This will also remove this record from your Dashboard count of Not Reviewed Activities. |
Associate Other MetaField Reports with Activity Records
Finalized reports can be associated with Activity records. When a Report Association exists an icon will appear on the far right of the Activity record. Associated Reports will be appended to Activity reports when generated.
To add an association, click the Add Report Association button. From the Add Report screen, search for your reports and select the ones you would like to assoicate with your Activity record. Finally, save your associations.
You can see when a Report Association exists because an icon will appear to the right of your Activity record when viewing the list of Activity records.
To remove an association, click the Add Report Associations button, find the report you wish to delete and select the X icon.
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