User Settings for Activity

User Settings - CRM - Activity

Mamut Online 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.

You can customise the work area for your user by defining User Settings. Here you are able to modify the settings to suit your personal preference and specific requirements for performing daily tasks.

Note! The changes that you make in user settings for activities in Mamut Online will not affect the user settings defined in your local installation of Mamut Business Software.

In user settings for activities, you have two main pages: Set details and Set default values. You can switch between them by clicking on the page header buttons with the page name on it.

Set details

The Activity list setup can be adapted for users who have advanced or simpler needs. The check boxes represent fields displayed in the list. Select the boxes you wish to display in the activity list.

Simple: Simplifies the screen and displays only the most commonly used fields.

Normal: Displays standardised fields normally used in this functionality.

Advanced: Shows all available fields and additional functionality.

When you open or create an activity through the contact module or list menu, you can choose to display the activity card as a Pop-up window, or as a Full size window.

Do not show the details of my activities in the calendar for others: Select this option if you do not want others to access the detailed information about your activities via the calendar.

Set default values

On this page, you can set default values on the following fields shown on the activity card: Type, Status, Priority, Responsibility, and Project. After you choose your default values, the next time you open an activity card this information will have already be filled out.