Activities in Mamut Online Desktop

Mamut Online Desktop provides you with an online overview of activities concerning your company and employees. Create, edit and view activities online and keep track of these via the online calendar or activity list.

The online Activity and Calendar can be accessed by logging on to Mamut Online Desktop at www.mamutonline.com and navigating to Work Areas - Contact Management.

The Activity List

The activity list in Mamut Online Desktop lets you manage all activities registered either online or in your locally installed Mamut Business Software. From here you can create new activities as well as edit or delete existing ones. The activity list also contains shortcuts to your personal calendar, the common calendar, the online contact module and the user settings.

If you have a large amount of activities, you can define a filter for what should be displayed in the list. Available filter criteria in the activity list are Duration, Status, Type and Responsible.

Tip! In the different toolbars, you can click the expand button in order to display all the different actions you can perform in that screen.

The Activity Card

When you wish to create, edit or view a single activity, you can open the Activity card. The activity card can be displayed in two ways: Simple mode and Full mode. You can toggle between the simple and full views by clicking the Switch View button. You can set either the full or simple activity card as default in the user settings. Read more about the user settings here.

Simple mode: The simple activity card will open as a pop-up window and only contain the most important information. Click Edit in order to change the information.

Full mode: The full activity card contains the same information as you would find in your locally installed version of Mamut Business Software. In the edit mode, you will be able to edit all information in the screen's upper half.

The lower half of the full activity card contains information related to the activity: Notes, Product, Quotation, Sales and Invoicing, Purchase, Time Sheet, Documents and Miscellaneous.

Click the arrow buttons on the right hand side of the screen in order to expand or collapse the fields.

Note! You can only edit the Notes and Misc. fields online. All other information is read-only and can only be edited in your local installation of Mamut Business Software.

The Calendar

The online calendar is an integrated part of the activity functionality. It is possible to display all activities created within the system in either your personal calendar, or the common calendar.

Read more about the online calendar".

Reports

You can print reports from the online activity and calender screens. To print a single activity, navigate to the activity and click Print in the toolbar. The report will reflect all information that has been registered on the activity. You can also print the entire activity list by navigating to Work Areas - Contact Management - Activities and clicking Print in the toolbar. The report will then display information such as Start time, End time, Responsible, Type and Status.

Note! The registrations made via the web browser and Mamut Online Desktop, as well as locally within your Mamut system, are synchronised continuously. This means that the business always has access to up-to-date information. Please also note that your license may not permit access to all activity/calendar functionality described here.