Table of contents
The Activities tab is where you can view and amend all the tasks or activities that have been planned or carried out for the selected Contact or Client. From here you can click a task in the list to display the details in the Task Details page, from where you can view or amend the information.
When you are viewing the Activities tab you can filter the list of activities shown using the Show drop-down list and Due Date drop-down list.
In the Show drop-down list you can filter the list of activities based on whether they are 'Not Started', 'Planned', 'In Progress' or 'Complete'. The default setting is 'In Progress'. The items listed are also determined by the selection in the Due Date field. If you only want to view tasks up to a certain date, select that date here.
When the Contact or Client page is selected, the Task Bar displays the Schedule a Task menu. Click an option in this menu to create a new task. The types of activities listed in the menu are defined by your system administrator in the Maintenance area. Examples are Appointment, Write Email, Write Letter. Each activity is assigned to a CRM type. There are five of these available in the system. The icon next to the menu option tells you which CRM type the activity belongs to. The CRM types and the identifying icons next to a menu item are:
When you click an item in the Activity Tasks menu, the Task Details page opens ready for you to define the details of the task.
You can also access the activity tasks from the Find page when searching for a contact or client. Click a record in the Find page then right–click to access the menu. You can then select the New Task option and the task to create for the selected record. The Task Details window will open for you to enter the details.
The Client page
The Contact page
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