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This text refers to program version 8.4  

Entering an Activity - Persons Card

The Activity record was redesigned in version 5.2 and the 'Persons' card was removed. The fields and options that were previously on the 'Persons' card were moved to the Header and are now described here.

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Activities and Tasks in Standard ERP:

• Introduction
  

• Viewing Activities and Tasks
  

• Entering an Activity or Task, including:
  
  • Header
    

  • 'Time' card
    

  • 'Contact' card
    

  • 'Text' card
    

  • 'Sub' card
    

  • 'Alarm' card
    

  • 'Resources' card
    

  • 'Service' card
    

  • 'User Defined' card
    

  • 'Descriptions' and 'Comments' cards
  
  
• Creating Activities and Tasks from Other Registers
  

• Activities in a Multi-Company Database
  

• Completing an Activity or Task
  

• Operations menu
  

• Create menu

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• Home page for CRM module manual
  

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