Difference between revisions of "Activities"
From Commence CRM-Help
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One of more activities can be deleted directly from the Activity list. | One of more activities can be deleted directly from the Activity list. | ||
| − | == How to View Activities == | + | == How to View Activities and Activity Details == |
* [http://staging1.commenceonline.com/mediawiki/index.php/Activities/HowtoViewActivities How to View Activities] | * [http://staging1.commenceonline.com/mediawiki/index.php/Activities/HowtoViewActivities How to View Activities] | ||
When using the Activities module, you may view your activities or depending on your role, you may have access to all company activities. | When using the Activities module, you may view your activities or depending on your role, you may have access to all company activities. | ||
Revision as of 17:02, 20 November 2012
During the course of a business day, many events can be hap-pening simultaneously, whether they’ve been scheduled or not. Activities may or may not appear in your calendar. If no time is associated with an activity, it will appear on your Activity list, along with scheduled items. Items that had no time associated may be given a time at a later date and then appear in the cal-endar.
Contents
How to Add a New Activity
Add an activity from the Activities Module using the New button and completing information in the Schedule dialog.
How to Delete an Activity
One of more activities can be deleted directly from the Activity list.
How to View Activities and Activity Details
When using the Activities module, you may view your activities or depending on your role, you may have access to all company activities.
How to View Activity Detail
Details of an activity can be viewed and modified by clicking on the Activities module, then the title of the activity you wish to view.