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This text refers to program version 4.2  

Operations Menu - Create Activity

This function can be used to create records in the Activity register in the System module. This can be useful if it is necessary, for example, to schedule a call to a new Contact Person.

When you select the function, the following screen appears, where you can create a new Activity:

The 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 Customer Number, Name and Phone Number are brought in automatically to the fields on the 'Customer' card. No default Activity Type will be offered, while the Task Type will be To Do, and the Symbol will be Other. The Start Date of the Activity will be the current date, and the Person will be the current user.

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 Contact Person window.

The Contact Person and the Activity will be connected to each other through the Attachments facility. This allows you to open the Contact Person quickly and easily when reviewing the Activity, or to open the Activity from the Contact Person. When viewing the Activity or Contact Person, 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 Contact Person does not have to be saved before creating an Activity, although if the Contact Person is not saved, some details may not be fed through to the Activity.

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

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