How can I share or send an activity?
- Add a new activity, with all the information you need: comments, images, details etc. (Remember: You can create a new activity either from the Activity menu or from the Activity submenu when you enter any one of your accounts. You can also create an associated activity).
- From here, you can share the activity from the sliding button at the bottom of the screen.
- Select “Share”and choose from the different options you have to share the activity e.g. Outlook, Gmail etc.
- A .pdf document will be sent to the recipient with all the information related to the activity.