Vicinity

Learn how to add, remove and update Activity Subtypes

Managing Activity Subtypes

An introduction to recording the work you do for your customers/levy payers.

Getting the most out of Activities

Have you got several duplicated Activity Subtypes?
Learn how to merge your Subtypes to keep Solomon organised.

Merging Activity Subtypes

Learn how to make an Activity visible on all customer timelines

Adding an Activity to all timelines

Save time by duplicating reoccurring Activities

Duplicating Activities

Learn how to create a new Activity and link it to a Business, Person, Task or Project.

Creating New Activities - An Activity Form Checklist

How to filter so you can see what businesses do and do not have Activities or People associated to them

Filtering records with Activities and People

Everything you need to know about viewing Activities on a Timeline for a Business

Working with Timelines

Learn about using the "For Review" flag to moderate Activities

Moderating And Reviewing Activity Changes

Understanding what you can make visible to Guest accounts

Hiding Activities from the Timeline

Learn how to compress your images to speed up performance in Solomon.

Photo upload: compress images when uploading them to your Activities

A way of viewing and filtering to see when a Business last had an Activity/Interaction.

View the Latest Interaction Date

Email details of an Activity to a third-party immediately after it has been saved on the Activity Wizard.

Third-party reporting notifications

Measure the value of training delivered to businesses or employees

Recording Training Activities

You can add cost and value to and Activity form to capture ROI.

ROI - Using Cost and Value

Lisa Machin

Activities

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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