In this guide, we will explore how to manage activity within a person's chart using the system. The following actions can be performed: creating a new task, logging a call, or sending an email.

Access the person's chart. In this example, we are using the chart for Jazzy Jones.

Locate the activity section within the chart.

Choose the action you want to perform. For this example, select "email."

The system will default to your registered email address. You can send the email to either an external or internal recipient.

Compose your message. For instance, you might be messaging a family member regarding some paperwork.

After completing the message, ensure it is related to the person's chart you are currently viewing.

If necessary, attach a file. Click on "upload files," select the desired file, and insert it into the email.

Confirm that you are attaching a file and sending it.

Once sent, a log of the email will be created within the activity section.

In addition to sending emails, you can also log phone calls and create new tasks related to the person. This functionality allows for effective management of activities within a person's chart.

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