Difference between revisions of "Activities/How to Add a New Activity"

From Commence CRM-Help
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1. From any Activity view, click on the '''New''' button.  ''The Schedule dialog will appear.''
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|'''''Note:'''''  Activities can also be scheduled the '''Account Detail''' screen, from the '''Calendar''', and from the '''Digital Dashboard''' Home section.
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2. Select the type of activity from the drop-down menu.
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3. Enter the title and other information about the activity.  (The title is the description that will appear in your calendar, e.g. “Sales Call – ABC Corp”.)
  
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Add an activity by clicking on the Activities Module then the “New” button and filling in information in the “Schedule” dialog.
 
  
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[[File:ScreenHunter_45 Sep. 25 14.22.jpg]]
  
  
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::[[File:ScreenHunter_08 Sep. 25 13.47.jpg|left]]
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The tabs at the top of the '''Schedule''' detail dialog box offer other powerful activity functions:
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::::::::1. From any Activity view, click on the “New” button.  The “Schedule” dialog will appear
 
  
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* '''Attendees''' allows you to select multiple people and populate their schedules with the same event.
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|'''''Note:''''' Activities can be scheduled from any account detail screen in the upper right. Activities can also be scheduled from the calendar as well as the Digital Dashboard above Quick Links, Add New Activity.
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* '''Resources''' allows you to reserve conference rooms, equipment or other company resources. This list can be customized by your system administrator, with the proper room numbers and equipment names.
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* '''Availability''' allows you to check the availability of other people.
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* '''Recurring''' allows you to indicate if a meeting is a regular occurrence, held every Monday for example. You may schedule any time interval up to one year in advance.
  
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* '''Attachments''' allows you to attach a document (e.g., an agenda for a meeting) so that all people scheduled for an event can open the document.
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::::::::2. Fill in the activity title and other information about the event.
 
  
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::::::::3. After the other information has been added, you can select the “Remind Me” and enter a date and time to receive a reminder of this appointment.
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At the bottom of the detail page are '''Options''' for setting activity reminders and sending email invitations to others.
  
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::::::::4. Select the check box for “Send Email invitations” to send Email invitation to all individuals associated with this appointment.
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4. Click on the '''Save & Close''' button to add this activity.
  
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|'''Note:'''  You may also schedule additional attendees, re-sources, make the activity “Recurring,” or even add attach-ments to our activity for others to view by utilizing the tabs above the Schedule an Activity dialog.
 
  
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Return to [[Activities]]
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::::::::5. Click on the “Save and Close” button to add this activity.
 

Revision as of 15:59, 20 November 2012

1. From any Activity view, click on the New button. The Schedule dialog will appear.

Note: Activities can also be scheduled the Account Detail screen, from the Calendar, and from the Digital Dashboard Home section.

2. Select the type of activity from the drop-down menu.

3. Enter the title and other information about the activity. (The title is the description that will appear in your calendar, e.g. “Sales Call – ABC Corp”.)


ScreenHunter 45 Sep. 25 14.22.jpg


The tabs at the top of the Schedule detail dialog box offer other powerful activity functions:

  • Attendees allows you to select multiple people and populate their schedules with the same event.
  • Resources allows you to reserve conference rooms, equipment or other company resources. This list can be customized by your system administrator, with the proper room numbers and equipment names.
  • Availability allows you to check the availability of other people.
  • Recurring allows you to indicate if a meeting is a regular occurrence, held every Monday for example. You may schedule any time interval up to one year in advance.
  • Attachments allows you to attach a document (e.g., an agenda for a meeting) so that all people scheduled for an event can open the document.

At the bottom of the detail page are Options for setting activity reminders and sending email invitations to others.

4. Click on the Save & Close button to add this activity.


Return to Activities

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