Linking Activities to Contacts/Employees/Resources

View - Activity - New activity - Link Contacts/Employees/Resources

As you create an activity you can click the Link button to link the activity to Contacts, Employees and Resources in order for you or other users to access the information you register to the activity at a later stage.

Contacts: Choose contacts from a list of Contact people or from the list of all registered Contact people. You can include as many contacts as you wish, however if the activity cannot be executed as one, we recommend you create an independent activity through the wizard for Group Activity. Read more in Creating Group Activities.

Employees: Employees involved in the activity and the employee in charge of the activity is listed here. All employees registered in the Employee register can be chosen. Read more in The Employee Register.

Resources: Meeting rooms, projectors, demonstration models etc. can be registered in the Product register with a name of up to 50 characters. Read more in The Product Register. These will then be available for booking for the activity's duration.

How to link Contacts, Employees and Resources to an activity

Click View - Activity - New activity or select an existing activity from the activity list by clicking View - Activity - Activity List.
Click the Link button.
Select Contacts in the Show selection from drop-down list.
Click on the contact you wish to include in the appointment. If you fail to find the contact in the menu, type the first letter of the name into the Quick Search field.
If the appointment involves a particular person as the contact, select the person from the Contact Persons drop-down list.
If you choose a contact person through the Show selection from drop-down list, you can add contact persons directly.
The linked Contact will now automatically be included in the appointment.
Transfer the Contact and the Contact person to Contacts on the left by using the arrows. You can double click the mouse directly on a contact or contact person to move them.
Select Employee or Resource in the Show selection from field and repeat the process.
Click Check availability. If an employee or a resource is unavailable for the time of the appointment, this will be shown as blue lines in the overview.
Click OK.

All Contacts, Employees and Resources will now be linked to the activity.