Entering an Activity - Persons Card
- Persons
- Paste Special
Person register, System module
- The Person doing the Activity. The initials of the current user are entered as a default.
- If the Activity is to be carried out by more than one Person, enter all appropriate initials, separated by commas. It will appear in all their Calendar views, Task Managers and Personal Calendar reports.
- If you need to use 'Paste Special' to enter several sets of initials, type the comma before opening the 'Paste Special' list. This will cause FirstOffice to add the next set of initials to those already entered. Otherwise, the previous initials will be overwritten.
- Once an Activity has been marked as Done and saved, the Person cannot be changed.
- Cc
- Paste Special
Person register
- Enter the initials of anyone else that needs to know about the Activity (e.g. the person responsible for the Customer). Again, you can enter the initials of more than one Person, separated by commas. The Activity will appear in all their Calendar views and Personal Calendar reports, but it will only appear in their Task Managers if they so choose on the 'Filter' card.
- Priority
- You can grade the importance of each Activity using the Priority field. The Priority will be shown in the Task Manager, and you can reduce the list in the Task Manager so that it shows Activities with a particular Priority only.
