IBQ has changed the name of Diary to Activity. This name change is to better represent the new functions available in this feature. These new functions include Note, Follow-Up and the ability to add Attachments.
When a user clicks on the Add Activity button, the subsequent pop-up will always be set to a note.
When the activity function is open, to switch from Note to Follow-Up click the checkbox in the upper right hand corner. Once Follow-Up is checked, a follow-up date, time and status will be available in the upper right.
On the Activity pop-up for both a Note or a Follow-Up, users can now add attachments! The easiest way is to drag and drop files in the Description textbox of the Activity. Or in the lower left of the screen you can click on the Add Attachment button. Once this button is clicked, the 10 most recent files will be available to be selected as an attachment. You can also select “Browse This Computer” to find a specific file.