Managing Activities and Troubleshooting in Vincere Core
Activity tracking in Vincere Core involves creating, editing, and managing comments or activities within records. Below, we provide guidance on handling these activities as well as addressing common technical challenges.
Editing Comments in the Activities Area
You can edit comments you've created in the activities area of a Vincere record.
To edit a comment: - Click to view the specific comment. - Click the pencil icon at the top of the notes area.
Note: You can only edit comments you created; comments created by others cannot be edited.
Deleting Activities
Activities such as Tasks or Meetings can be deleted: - Navigate to the Tasks section from the main left panel. - Locate "Tasks created by me." - Select the relevant items and delete them.
Comments logged as activities cannot be wholly deleted. However, you can edit the description notes within such comments.
Deleting tasks will remove them from both the planner and task board.
Troubleshooting Activity Creation or Comment Logging Issues
If the "Actions" button is unresponsive when logging comments or creating activities:
Update your browser to the latest version.
Clear your browser cache. Set the "Time range" to "All time."
Fully close and reopen your browser.
If the issue persists: - Test in an Incognito browser window. - If it works in Incognito but not in regular browsing mode, repeat the cache clearing process.
Conclusion
Understanding how to manage activities and resolve technical issues in Vincere Core ensures smooth activity tracking and better user experience. For further assistance, refer to the application’s help resources.
Related Topics
Activity Tracking Overview
Navigating the Activities Interface
Comments and Activity Logs in Vincere