Activity Consequences - Activities Card
- New Activity
- Paste Special
Activity Types setting, CRM module
- Specify here the Activity Type to be used in the new Activity record.
- Each Activity Type can in turn belong to an Activity Class, which will determine which Calendar Type will be selected by default in the new Activity.
- New Person
- Paste Special
Person register, System module
- If the new Activity is to be carried out by a different Person, enter that Person's initials here. This might be useful for example when the chasing of a debt reaches the stage where it needs to be handed over to a more senior member of personnel. Leave the field blank if the new Activity is to have the same Person as that from which it was created.
- Note that the Activity Consequence record will take its cue from the Person in the original Activity as it was last saved. So, if the Person of the original Activity is changed, that record should be saved before it is marked as Done. Otherwise, the new Activity could feature the wrong Person.
- Days from now
- Enter a number here to determine the Start Date of the new Activity. This will be calculated to be that number of days ahead of the Start Date of the original Activity.
- Hours from now
- In a similar manner to the Start Date described above, the Start Time of the new Activity can also be set to be a certain number of hours ahead of that of the original Activity.
- With Comment
- Any Comment entered here will be copied to the Text field of the new Activity.
Introduction to Settings in the CRM Module
