Note! For
security reasons, it is not possible to register HTML code in any of the
fields. HTML code is distinguished by words placed between the
symbols < and >. Example:
<html>.Mamut Online Desktop provides you with an online overview of activities concerning your company and employees. Create, edit and view activities online and keep track of these via the online calendar or activity list.
Create new activities wherever you are via Mamut Online Desktop. Remember that the registrations made via the web browser and Mamut Online Desktop, as well as locally within your Mamut system, are continuously being synchronised. This means that the business always has access to up to date information.
Note! For
security reasons, it is not possible to register HTML code in any of the
fields. HTML code is distinguished by words placed between the
symbols < and >. Example:
<html>.
How to create a new activity
In the top menu, select New
- Activity or click Work
Areas - Contact - Activities - New.
The activity card will be displayed in either the Simple mode or Full
mode, depending on your user settings. Read more about the user
settings here.
The following description is based on the full activity card.
Enter the relevant information such as Subject, Start and End Time, Type, Status, Responsible person, etc.
Click the Link
button in order to link contacts, employees and/or resources to the activity.
If you are using the Simple view, click the Contact
button to link the activity to a contact or contact person (please note
that you can only link one contact via the simple activity card). If you
link a contact to the activity, the activity will be shown on the contact
card of the contact. Read more about
the contact card here.
Tip! In the Link window,
click Check availability in order
to display an overview of the schedule of the contact/employee/resource
you want to link to the activity. Click Auto-select
next (all) to automatically enter a start and end time when all
linked contacts/employees/resources are available (during weekdays between
7am and 5pm). Click Auto-select next
(first) to enter automatically a start and end time when the responsible
person is available (during weekdays between 7 am and 5 pm).
In the Misc. panel at the bottom of the window (only available in Full mode), you can enter information in the User-defined fields and/or choose to display the activity in the Task list in the personal calendar.
Click one of the Save options once you have registered the relevant data.
. The
activity is now created and can be viewed in the activity list.
Tip! You can also create an activity
from the calendar. Read
more about this here.
Read more about: