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This text refers to program version 8.4  

Create Menu - Activity

The Create menus for the 'Activity: New' and 'Activity: Inspect' windows shown above. On the left is the Create menu for the 'Invoices: Browse' window. If you are using iOS or Android, you can access the Create menu functions through the + menu.

'New' and 'Duplicate' are standard functions that are provided on every Create and + menu on every window. Use these functions to create new records, in this case in the Activity register. Please follow the links below for details about the other functions:

• Email
  

• Letter, Letter with Quote
  

• Order
  

• Quotation
  

• Subtask
  

• Way List

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Activities and Tasks in Standard ERP:

• Introduction
  

• Viewing Activities and Tasks
  

• Entering an Activity or Task
  

• Creating Activities and Tasks from Other Registers
  

• Activities in a Multi-Company Database
  

• Completing an Activity or Task
  

• Operations menu
  

• Create menu

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

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