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.

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

Learn how to make an Activity visible on all customer timelines

Save time by duplicating reoccurring Activities

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

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

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

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

Understanding what you can make visible to Guest accounts

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

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

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

Measure the value of training delivered to businesses or employees

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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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