Creating New Activities



Within your daily work you are most likely to create new activities related to different registers directly from within the relevant register. Activities can be created from the Activity register, Contact register, Company contact register and Project register or by going to the menu selection View - Activity - New Activity.  

The fields in the activity are not mandatory. A number of fields are already pre-entered. Which these are depends on where in the program you have created the activity from.

Find out more about the Activity screen here.

You can set default entries for the creation of new activities in the User Settings.

Tip! The program usually displays an interval for the From and To date when the activity is displayed in the Activity List. If you cannot find an activity in the list this could be because the date is outside the interval.


Read more about:

The Activity Window

The Activity List

Activities

User settings for Activity

Creating Group Activities

Changing values for a selection of activities

User-defined Fields

User Access Rights

Settings for Activity Types

Company Settings for Activity

Common Calendar