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Creating new activities via the contact person card

In the activity panel in the contact person card you are able to view the activities that are linked to a specific contact person and create new activities for this contact person.

In addition, you are also able to filter the activities of the contact person by status, type, date and responsible person. This might be helpful if you have entered a lot of activities for this contact person.

How to create a new activity from the contact person card

1. Go to CRM - Contact Management - Contact Person List.
2. Click on Go to contact under the Action column, and then click on the Activities section.
3. Enter relevant information in the fields available at the bottom of the page.
4. Click Save.

You have now created a new activity from the contact card. To show the full activity card click on Go to activity under the Action column.

Read more about:

Activities within Mamut Online

Version 11.1. The documentation may refer to services and/or functions that are not included within your solution. If you wish to get more information regarding this, please contact Mamut.

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