CRM guidance - creating an activity
Find out how to create and configure new activity types for your Healthwatch.
About this resource
One of the many benefits of CiviCRM is its ability to help you keep track of your contact with individuals and organisations by using the activity function. The CiviCRM comes with a number of activities as standard including:
- Meeting
- Outbound phone call
- Engagement/outreach
This resource is for users with administrator permissions to explain how to create and configure new activity types for your Healthwatch, with custom fields if you require them.