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TodayApp 101

Activities

How to see the names associated with logging activities like referrals, set appts, etc.

Last updated on 05 Apr, 2023

From the main menu select Activities.

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In the Activities section you can search for actions and goals by household name, or you can use the other filters to find the activities you would like to view.

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These filters can be saved and accessed in the favorites section which is the star in the left side navigation. 

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