Add an Activity

Use the following steps to add an activity record attached to an entity.

Note: To add an activity that is not attached to an entity, see Add an Activity Not Attached to an Entity.

  1. At Home Base, click Clients & Files.
  2. From the dropdown menu above the list, select the entity type.
  3. Select the desired entity in the list.
  4. Click the Activity List button on the button bar.
  5. Click the Add button below the button bar.
  6. Select the desired activity from the Activities list on the Activity Category screen.
  7. If the activity is to be attached to a client, select the policy with which you want to associate the activity. If the activity is not associated with a specific policy, click the No Policy box. This option is available only when you add an activity for a Customer or Prospect.
  8. Click OK.
  9. On the New Activity Detail screen, enter or revise the information in each field as it applies to the new activity record.
    1. The Entered and Operator fields cannot be revised.
    2. To revise the Plan (marketing plan), Type (policy type), CSR (A/H), Insurer, Introducer, or Agent codes, double click the fields to the right and make the appropriate selection from the list that displays.
    3. To change the activity Category, double click the Category field. The Description defaults according to the Category.
    4. If an amount of money is to be associated with this activity, enter it in the Amount field.
    5. To add a note to the activity, type it in the Add Note field. When you save your changes, the note will be added to the Existing field.
    6. Unless you wish to close the activity immediately, leave the Yes radio button selected in the Open frame. To close the activity, you would select No.
    7. To designate a follow-up action:
      1. Double click in the Who field to select the person responsible for following up.
      2. Enter the date and time to follow up in the Follow-Up fields.
      3. Double click in the Action field to specify an additional action, and use the On field to designate a date for that action.
      4. Check Add to Outlook if you would like to add this action to Microsoft Outlook as a Calendar appointment (if a time was specified) or a Task (if no time was specified). See Outlook Synchronization.
  10. When you finish entering information, click OK.
  11. Click Yes to save your work. The new activity record is added to the corresponding Activity List (Open or Closed).