Activities

The Activity tab can be seen below Companies, Contacts, Projects and other Activities.

This list will show all activities - planned or completed - related to the active company/contact/project or activity.

The tool button Organization will show activities linked to any subsidiary as well. This button is only visible when the main window contains a company.

The tool button TextLog will - in one view - show alle notes from this and past activities in the thread.

Using the button Add you can add a new activity. This button is a drop-down button giving direct access to the most frequently used activity types (phone, letter, meeting). The current context (company, contact, project) is inherited by the new activity saving you quite a few mouse clicks and typing.

Page url: http://www.channelcrmhelp.com/index.html?net_tabsactivities.htm