View - Activity
- New activity - Link Contacts/Employees/Resources
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
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.
Resources: Meeting rooms, projectors, demonstration models etc. can be registered 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
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
person field.
If you choose a contact person through the Show
selection from field, you can
add contact people 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.
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