Your Activity

  • Send an Email to a DAWN contact or client
    • This link opens in a new tab and to the admin of the website. Search for the contact, draft the email and send. It will be recorded in the activity history of that contact for all PA’s to access if needed.
  • Record an Activity with a DAWN contact or client, this include the following types of activities. More detailed documentation here.
    • Phone call
    • Meetings
    • 30 Minute Consultation
    • Intake call
  • Search for an Activity with a DAWN contact or client. This is useful before re-connecting with a contact to see what the last point of contact was. Documentation about this can be found here.
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