Activities

Activities allow you to gain full control over both your own and your employee's activities related to customers and projects. You can plan meetings, customer visits, follow-up activities, telephone calls, and keep track of these activities via the calendar, the common calendar, the task list, as well as directly within the contact card, or in the case of a project, within the project register.

Display activities in the calendar or the task list

Activities can be displayed and edited in the task list. In addition, the calendar shows activities that you are responsible for or linked to as an employee. You can choose whether an activity should be shown in the calendar or in the task list. This allocation is controlled by the Activity type for the different activities. Activities of the type Demonstration and Meeting are displayed in the calendar while activities such as Letter, Fax and Telephone show in the task list.

When displaying activities in the calendar, you can choose a colour for the activity type or for the individual activity.

See Settings for activity types for more information on calendar display and colours.

Linking a contact

When you create an activity you can use the Link button to link a Contact, Employee and Resource so that later you or other users can get access to the information you registered for the activity.

Creating group activities

A group activity is directed at more than one contact. With the creation of a group activity function you define a selection of contacts that will be involved and then set the parameters that will apply for the activity.

Handling several activities with the help of a wizard

With the help of the Change values for a selection of activities you define which activities should be edited by making the appropriate selection.

Distributing activities

You can distribute activities between different customer service agents at random when you create several group activities or when changing the values for a selection of activities.

Make use of follow-up activities to keep track of customers and other processes

In the Contact, Sales and Invoicing, Purchase, Logistics and Accounting modules there are a number of processes that can be set up to automatically trigger the creation of a follow-up activity.

Simplify program usage with the help of activity templates

Through easily accessible activity templates in the various modules you can simplify the process of creating a new activity considerably. You can define and customise which activities should be created fast and simply from each of the modules.

Integrating activities with Outlook

Activities from the calendar and task list in Outlook can be transferred to the calendar and task list within the program. Reversely, activities you create in the program can be transferred automatically to the calendar and task list in Outlook.

Using Skype for phone calls and getting calls logged as activities for your contacts

With Skype you can ring contacts from their contact or contact person card. You can also receive Skype phone calls. If the contact is registered with a Skype name or Skype number in your contact or contact person register, the contact's entry will open. Calls with existing contacts are logged as activities so that you can easily access the contact's call history later.

System-created activities

System-created activities are activities that are created automatically when certain events and processes take place in the program. Examples of events triggering the creation of activities by the system are e.g. changing the company settings, stock counts, various wizards that change the values for a selection of contacts, products etc., Period End, changes to the accounting year, journal number series, creation of new accounts in the Chart of Accounts and more.

Analysing activities (Add-on product)

You can retrieve a list of all activities and enter them directly into a Pivot table.