Activity — Add from Dashboard
Product Guide Library > Analytics > Activity — Add from Dashboard
Capture important action items for records as an activity from within the dashboard.
Permissions & Restrictions
Permissions
Admins, Full, Standard & Limited: These users can create activities within a dashboard for which they have access.
Read-Only: Cannot create activities from a dashboard.
Term Definitions
In-Area Provider: These are based on what was ordered for the current quarter’s data load. Which is submitted to Marketware in a list of NPIs and/or Zip Codes. Any provider in the NPI list, or that has performed any procedures at any facility in the zip code list is considered In-Area.
Out-of-Area Providers: Providers that do not meet the above criteria but have network connections to In-Area providers are imported as Out-of-Area providers.
Note: Any provider that is already in the database as an Out-of-Area provider will be updated to an In-Area provider if they meet the proper criteria in the new data load. In-Area providers will never be changed to Out-of-Area providers through a data upload.
Restrictions or Pre-Requisites
Out-of-area records are commonly shown in dashboards and can be added to activities from dashboards only, however, they are not searchable when adding an activity from within the application.
Only one record type, people, or place, at a time, can be selected and added to an activity. These records will be added to the respective related records field.
Be sure to set up your Activity Tags, Activity Types, and Activity Categories in Account Settings before creating new activities. For more help with this, see our guides titled:
Add an Activity
From within a dashboard, select one or more records to add to an activity.
The actions button will be enabled when a record is selected. From this drop-down select ‘Add New Activity’.
The new activity form will slide out with the selected records added to their respective related record field. Enter information for all required fields (indicated with a red asterisk).
Type: This is a customizable field, but the 4 default options cannot be deleted.
- Communication: Any activity that involves communication like a phone call with the related record
- Event: An activity that would be on the calendar
- To-Do: An activity that could be seen as a checklist item
- Email: An activity tracked by sending an email.
A new list can be created, or records can be added to an existing list.
Review the Saved List feature guide for further insights into the full functionality of saved lists.
Once records have been added to a list, the form will close and a success message will appear.
View a Saved List
To access the saved list, navigate to the relevant records list view.
Depending on if you are assigned as the relationship manager for these records, the saved list will need to be viewed either from the ‘My’ or ‘All’ records list. Ensure the correct quick list is selected before clicking on the saved list.
Clicking the saved list will apply this as a filter and show the records that were added to this list.
In some cases, the records added to a saved list are out-of-area. If there are records not appearing in the saved list as expected, they may be out-of-area and can be seen by toggling this filter from the quick list dropdown menu.
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