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This text refers to program version 6.2  

Completing an Activity

As you work your way through your Activities, you will want to mark off each one as completed. This will have the effect of building up an accurate contact history for the Customers and Suppliers concerned.

To do this, open an Activity and click the Done box. If necessary, enter a Result and press Tab or Return. The End Date and End Time will be filled in automatically. Change to the 'Text' card to record any comments about the carrying out of the task in the grid area. Click the [Save] button in the Button Bar to save the changes. Depending on how you have set up your Activity Consequences, a follow-up Activity may be created automatically.

Once you have marked an Activity as Done and saved it, you cannot change many fields such as the Start and End Dates and Times and Persons. If you realise that a Done Activity contains a mistake, you can be delete it by selecting 'Delete' from the Record menu.

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In this chapter:

• Introduction
  

• Viewing Activities
  

• Entering an Activity
  

• Creating Activities from Other Registers
  

• Completing an Activity
  

• Operations Menu

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