View - Activity -
Activity List
The activity list provides you with an overview of all activities that are created in the program.
Tip! Through various add-on products you may also have separate activity lists for Customer service, Telemarketing and Product service.
You can create and edit new and existing activities from this window. When you register a new activity you are able to enter contact information and link the activity to a project. From the activity register you have the opportunity to delay an activity or mark it as Complete. In the top of the window you can find several filters which limit the activities that are displayed.
Tip! If you create an activity from the Activity tab in the Contact register, the contact information will automatically be filled out. If you create an activity from the Activity tab in the Project register, the project information will automatically be filled out.
Changes in the filters are not shown until you click Update
or use the function key [F5].
Complete! You
can set an activity to complete by selecting it from the list and clicking
on the Complete
button.
Filters in the activity list
Duration: Set the from date and the to date to show the activities which are allocated for the period.
Tip! By default, the program chooses an interval for between which, activities are displayed by date in the activity list. If you cannot find an activity in the list this could be due to the activities' date being outside the preset time interval.
Status: Select which status the activities you wish to display should belong to. You can also select All which will deactivate the filter. By choosing Incomplete and the Update icon, all incomplete activities will be shown.
Type: Select which activity type the activities you wish to display should belong to. The filter can also be deactivated by selecting All, or you can select (None).
Activity lists for Customer Services, Telemarketing and Product Services only show specified activity types. This is controlled through the Settings for Activity types.
Resp.: Select who is to be responsible for the activities shown in the window. The filter can also be deactivated by selecting All, or you can select (None). The latter will only show activities that have not been allocated to a specific person.
You can also create a Filter
for the activities in the tool bar. This will override the filters described
above, and deactivate them.
Delaying activities! You can delay
several activities by clicking on the button Change values for a selection
of activities. The Change
values for a selection of activities wizard will start. Note
that this function is only relevant if you want to edit several activities.
If you are only editing the time for one activity, select the activity
instead and click the Edit button.
Open the related element in MS Outlook: This icon only shows if you have chosen
to make use of the Outlook integration.
Find out
more about Outlook integration in a separate section here.
To efficiently manage several activities simultaneously, we recommend that you use the tools Group Activities and Change values for a selection of activities.