After an activity series is created you can add people from the Borrower and Contacts databases manually. If you defined Activity events, a person is added to an activity series when the trigger values match the event conditions. Mortgage Quest checks all activity events when you save the record. The following describes how to manually add a person to an activity series.
To add a person using drag and drop and the activities list:
1. If the Activities list is not showing, select View / Lists and Show Activities List.
2. Go to the contacts or borrowers database to display the list of activities.
3. Find the person in the Record list by typing the last name.
4. When the person is found, click on the name in the list, hold the left mouse button down and drag the name to a campaign in the Activities list. Let go of the mouse button.
To add a person to an activity from the menu:
1. Go to the person’s record in the Borrowers or Contacts database.
2. Select Activities / Add to Activity. You can also right mouse click and select Activities / Add to Activity.
3. Select an activity from the list.
4. If the activity series contains Outlook tasks, Mortgage Quest creates linked Outlook tasks with the person displayed. If Outlook tasks are assigned to other people, they are e-mailed the task. For more information on how assigned Outlook tasks are managed, see the section called Creating and Managing Outlook Tasks.
5. If the activity contains add to campaign activities, the person displayed is added to the campaign and the first letter is scheduled to print at the appropriate time.