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This text refers to program version 8.4  

Operations Menu - Activity

The Operations menu for the 'Activity: New' and 'Activity: Inspect' windows is shown above.

If you are using Windows or Mac OS X, you can open the Operations menu by clicking the button with the 'cog' icon (shown highlighted in the illustration above). If you are using iOS or Android, you can access the Operations menu functions through the Tools menu (with 'wrench' icon).

Note that in Standard ERP version 8.0, some functions that were previously on the Operations menu were moved to the Create menu.

Please follow the links below for details about each function on the Operations menu:

• Customer Status
  

• Send Calendar Invitation
  

• Open NL Transaction
  

• Open Main Task
  

• Request Approval
  

• Copy to iCal

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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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