After you have entered at least one activity on an appointment, that appointment's Activities Tab will summarize this and all other activities for this appointment in a table. Note the options to filter and search, such as by activity type. Click here for a list of all activity groups and types
To view, edit, or delete an activity you created, select the checkbox to the left of that activity, then click the View, Edit, or Delete Activity button. Note, you cannot edit/delete other users’ activities, and you cannot delete an activity that is on an invoice—to correct an invoice or if you cannot delete an activity, see Removing Activities from Invoices.
Schedule Activity
Click the Schedule Activity button in the upper left to store an upcoming activity for this appointment. Learn more about this optional feature in Upcoming Activities.
Standard View
After entering activities, you can see each activity and who created it on the Activities tab. The list of activities goes from newest to oldest unless you change the sort order. Click on the column headers to change the sort order based on that column. Columns include: Duration (total hours), Expenses (cost of non-duration items like mileage), and Amount (what you'll be paid; the math is (Duration x Persona Billing Rate + Expenses) x Billing Percent). The "Invoiced" column refers to submitted invoices. Activities from draft or rejected invoices are not considered "invoiced."
Activity Notes View
For a notes- and attachments-based view of activities, click on Go to Activity Notes View. This view shows previews of the notes on each activity and allows you to search among all your activity-specific notes by typing full words in the "Note Search" box and clicking "Search." This view also displays any attachments on each activity with buttons to download or preview attachments (see also Attachments Tab). Click on the three bars circled below to expand the full notes or a list of attachments.
Notice the "From Date," "To Date," "User," and other search filter options along the top of the Activities screen; use the "Search" button to apply the filters. After you have many activities, these will help you find certain ones quickly. Click Reset to clear your search criteria. There is also a "Duration Total" at the bottom left of the screen—this calculates your total hours so far in real-time.