As you manage your customers you’ll want to record the different activities, events and transactions you make with your customer. For example, your meetings, telephone calls, emails and sales activity. By adding activities you will build up a complete record of your interactions with the company.
You can search on any text in your Activities by simply typing the search word or phrase in the table search bar.
In this article we tell you more about:
Add activities
To add a new Activity, go to Accounts and open an account by cliking on it. Then click on the tab Activities:
Here you can add an activity by clicking the button + New activity or + Add. This will open a new form to record your interaction. You can specify the Activity Type, e.g. call, meeting, email, quote, by using the dropdown list. You can customise the dropdown list to meet your business needs using Custom Dropdown Lists.
When adding activities the Activity Date will default to the date and time you are adding the Activity, but you can also change the date using the date picker calendar, or select All Day Activity.
Enter a description of your activity and click to save.
Completed tasks will automatically be added to your Activities.
Columns
You can select which fields show on the grid and the order they appear by clicking the Columns button. You can select the fields you want to see from the dropdown list and use the drag & drop to change the order they appear on the grid. Then click Save. If you have more columns than will fit to your screen size, a scroll bar will appear at the bottom of the table so you can slide across to view them.
On the grid, you can sort your data by clicking on the column header, e.g. by Name, Type, etc. The column header that the data is sorted by will be highlighted in blue text.