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This text refers to program version 4.2  

Operations Menu - Create Activity

You can use this function to create records in the Activity register in the System module. This can be useful to schedule a call to check that the Quotation has been received or to attempt to convert it into a sale. The Activity Type given to Activities created by this function will be taken from the Activity Types, Subsystems setting in the CRM module. The Task Type of the new Activities will be To Do, and the Symbol will be Other.

When the function is selected, the following screen appears, which you can use to create a new Activity:

A new record is opened in a window entitled 'Activity: Inspect'. This means that it has already been saved, and is being opened for checking. The Start Date of the Activity will be the Make Contact Date of the Quotation if there is one, otherwise it will be the Quotation Date. The Person of the Activity will be the Salesman from the Quotation, and the initials of the current user (if different to the Salesman) will appear in the Cc field. After amendment if necessary, save the record in the Activity register by clicking the [Save] button in the Button Bar and close it using the close box. Alternatively, if you no longer require the Activity, remove it using the 'Delete' function on the Record menu. In either case, you will be returned to the Quotation window.

The Quotation and the Activity will remain connected to each other through the Attachments facility. This allows you to open the Quotation quickly and easily when reviewing the Activity, or to open the Activity from the Quotation. When viewing the Activity or Quotation, click the button with the paper clip image to open a list of attachments. Then double-click an item in this list to open it.

The Quotation does not have to be saved before creating an Activity.

The 'Activity: Inspect' window is fully described here.

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