View - Settings -
User - Settings per Module - Activity
The User Settings allow you to specify how you want to work with activities, e.g. how the windows for activity management look or which default values you want present when creating a new activity.
Default setup
You can choose from three pre-defined setups.
Basic: Keeps the screen as clear as possible, showing only some of the fields.
Normal: Shows standard fields and functionality.
Advanced: Shows all available fields and more functionality.
Click the relevant button to choose one of the pre-defined setups.
Activity list
This is where you select which field from each activity is to appear in the activity list. Note that too many columns will make the list somewhat difficult to read, and will also affect the speed of the module. If you click on one of the buttons in the Default setup tab the content here will change accordingly.
Activity card
This is where you can set the guidelines for how an activity is to be created.
Default value: Each field for which you enter values will be automatically completed when a new activity is created. If you mostly create activities of the type ’Sales call (outgoing)’ you will save yourself time if the field has already been completed.
Tabs: This is where you can select which tabs show when creating activities. For example, for a user who only works with Product services, it may be relevant to show the Product tab only.
Other: Default sizes for note fields can be set here. It is possible to override size manually in each activity. You can also choose whether to automatically fill in information about the user and the time when a note is entered. In addition you can select whether or not you wish to show details about your activities in other peoples calendars and you can automatically link a default Contact person/-or project to an activity when creating it from the contact card. If you want a simpler way of duplicating activities you can select to Duplicate: always to one new activity, this way you will be able to duplicate without having to use the wizard.
The system closes the activity you duplicate from automatically. If you would like it to remain open you can remove the tick next to Duplicate: Close the activity being duplicated.
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