HansaManuals Home   >> Standard ERP   >> CRM   >> Customer Letter Register  

Previous   Next               Entire Chapter in Printable Form               Search  

This text refers to program version 4.2  

Operations Menu - Create Activity

You can use this function to create Activities from Customer Letters. This can be useful if you need, for example, to schedule a print run. The Activity Type given to Activities created by this function will be taken from the Activity Types, Subsystems setting. The Task Type of the new Activities will be To Do, the Symbol will be Other and the Start Date will be the current date.

When you select the function, the following screen appears, which you can use to create a new Activity record:

A new record is opened in a window entitled 'Activity: Inspect'. This means that it has already been saved, and is being opened for checking. Any text in the Header field of the Customer Letter will be copied to the Text field of the Activity, while the initials in the Sign field of the Customer Letter will be copied to the Persons field of the Activity. 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 Customer Letter window.

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

You can choose to have an Activity created automatically when each Customer Letter is approved. Again, this is controlled using the Activity Types, Subsystems setting. An Activity will not be created using this method if you have entered a range of Customers in the Customer field in the Customer Letter record.

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

Previous   Next   Top            Entire Chapter in Printable Form