Resubmit an Activity

The Loyalty platform allows you to edit and resubmit an Activity.

You can resubmit an Activity from two different tabs on the Member Profile screen: the Activities tab or the Metrics tab.

Resubmit an Activity from the Activities Tab

To resubmit an Activity from the Activities tab of the Member Profile screen:

  1. Select Members from the top navigation bar, then select CSR > People from the side navigation menu. The People screen is displayed.

  2. On the People screen, search for and select the desired Member (see Search for a Member for more information). The Member Profile screen is displayed with the Summary tab selected by default.

  3. Select the Activities tab.

  4. Optionally apply a filter to limit the Activities displayed on the screen; see Tab Overview - Activities for more information on the filter options.

  5. Click the desired Activity within the timeline. The platform displays a pop-up window with the full Activity details.

  6. Within the details pop-up window, click Resubmit. The Resubmit Activity pop-up window is displayed and populated with the full details of the selected Activity record.

  1. Make any necessary changes to the Attributes within the Activity record.

  2. Click Submit.

Resubmit an Activity from the Metrics Tab

To resubmit an Activity from the Metrics tab of the Member Profile screen:

  1. Select Members from the top navigation bar, then select CSR > People from the side navigation menu. The People screen is displayed.

  2. On the People screen, search for and select the desired Member (see Search for a Member for more information). The Member Profile screen is displayed with the Summary tab selected by default.

  3. Select the Metrics tab.

  4. Optionally apply a filter to limit the Activities displayed on the screen; see Tab Overview - Metrics for more information on the filter options.

  5. Click the Expand icon next to the desired Activity. The platform shows the full details of the Activity.

  6. Within the expanded Activity details, click Resubmit Activity. The Resubmit Activity pop-up window is displayed and populated with the full details of the selected Activity record.

  1. Make any necessary changes to the Attributes within the Activity record.

  2. Click Submit.