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This text refers to program version 4.2  

Operations Menu - Create Activity

You can use this function 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 with the Customer regarding the Contract. The Activity Type given to Activities created by this function will be taken from the Activity Types, Subsystems setting in the CRM module. 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. The Person will be the current user.

When you use the function from the 'Contracts: Browse' window, separate unapproved records are created in the Activity register for each Contract highlighted. These are saved in the Activity register, but are not opened for checking or amendment.

When you use the function from the 'Contract: New' and 'Contract: Inspect' windows, the following screen appears, by which you can 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. 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 Contract window.

The Contract and the Activity will remain connected to each other through the Attachments facility. This allows you to open the Contract quickly and easily when reviewing the Activity, or to open the Activity from the Contract. When viewing the Activity or Contract, 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.

You can choose to have an Activity created automatically when each Contract is approved. Again, this is controlled using the Activity Types, Subsystems setting in the CRM module.

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

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