HansaManuals Home   >> Standard ERP   >> Service Orders   >> Contact Register  

Previous   Next               Entire Chapter in Printable Form               Search  

This text refers to program version 5.1  

Operations Menu - Create Activity

Use this function to create records in the Activity register in the System module. This can be useful if, for example, you need to schedule a call to a new Contact.

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. If you created the Activity from a Customer or Supplier, the Customer or Supplier Number and Name, Primary Contact and Phone Number will be brought in automatically to the fields on the 'Customer' card. If you created the Activity from a Contact Person, their Name and Phone Number and the Number and Name of the Customer or Supplier they work for will be brought in to the 'Customer' card. If the Contact Person works for more than one Customer or Supplier, the one with the lowest Number will be used. 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 window.

The Contact and the Activity will be connected to each other through the Attachments facility. This allows you to open the Contact quickly and easily when reviewing the Activity, or to open the Activity from the Contact. When viewing the Activity or Contact, 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 does not have to be saved before you create an Activity.

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

Previous   Next   Top            Entire Chapter in Printable Form