Welcome to the Help area. You can get help with IXACT Contact in a number of ways:
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Welcome to the Help area. You can get help with IXACT Contact in a number of ways:
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The Activities/History tab provides visibility to a contact’s Pending Activities, Completed Activities and Contact History. Use the radio buttons at the top of the page to toggle between these lists.
The Pending Activities list displays all incomplete tasks as well as all upcoming calendar appointments for the contact.
Note: If a task is created from an activity plan (see About Activity Plans), the activity plan name and the activity type are included in the list. If the activity type is Email or Letter, an icon will appear next to the due date. Click the icon if you wish to send the email or print the letter. Upon clicking the icon, you have the option to update the task to Completed.
The Completed Activities list displays all completed tasks as well as all past calendar appointments for the contact.
The Contact History list displays all notes entered for the contact, as well as any letters and mass emails for which the contact was included in the distribution list.
