Company Settings for Activity

View - Settings - Company - Settings per Module - Activity

Here you will find most of the settings for the activity module, in addition to the controls that you can set for each activity type.

Standard duration of new activities

When creating an activity the end time is always adjusted in line with the start time. You can select how long a standard activity will last and you can change the length for each activity by adjusting the end time.

Values for the end date when an activity is set as 'Completed'

Activities can be set as completed in all modules containing lists of activities. Here, you can choose whether to change the end time or keep the time scheduled when the activity was created.

Update only end date for activities in the task list: This is the most obvious choice, as the activities in the task list are not necessarily set to a specific time. Activities displayed in the calendar will then retain their end time even if they are marked as completed, for example the day after.

Always update end time for all activities: This means that the activities in the calendar (meetings, demonstrations etc.) must also be marked as completed, for example immediately after a meeting is over.

Never update end time for activities: The end time which is set when the activity was created will not be changed when it is marked as completed.

Completion status when marked as complete: When an activity is marked as completed, the Activity status changes. You can choose the status here. You can only select activity status options which have the property Completed, set in the Properties Register.

Show fields and field descriptions

If you need additional classifications or more information fields for the activities, you can activate two (2) user-defined fields. The fields can be activated and made available in the Miscellaneous tab for each activity, if you tick the box in front of the field and give a descriptive name for the field.

The fields can be used later when you set selections for activities in the activity list or when printing reports.

User-defined field 1: This field requires you to also create fixed categories through the Properties Register.
Please note that the new name will not be available in the Properties register until you have closed and restarted the program. Until then, it will be called User-defined field 1.

User-defined field 2: The field can only be used to enter free-format text.

Available activity lists and types

The separate activity lists for Customer Services, Product Services and Telemarketing make it easier to work with specific activity types. You can for example set up user accesses that will only allow access to certain activity types.

The functionality is available as add-on products. Read more about Additional Products.