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This text refers to program version 6.2  

Operations Menu - Create Activity

Use this function to create an Activity in the name of the Contact currently open in a record window or for the first Contact highlighted in the 'Contacts: Browse' window. This can be useful if, for example, you need to schedule a call to a new Contact.

When you select the function, the following screen appears, where you can create a new Activity:

The new record is opened in a window entitled 'Activity: Inspect'. This means that it has already been saved and is being opened for checking. If you created the Activity from a Customer, the Customer Number and Name, Primary Contact and Phone Number will be brought in automatically to the fields on the 'Customer' card. If you created the Activity from a Contact Person, their Name and Phone Number and the Number and Name of the Customer they work for will be brought in to the 'Customer' card. If the Contact Person works for more than one Customer, the one with the lowest Number will be used. No default Activity Type will be offered, while the Task Type will be To Do, and the Symbol will be Other. The Start Date of the Activity will be the current date, and the Person will be the current user. As the Task Type will be To Do, the Activity will be placed in the current user's Task Manager.

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 Contact window.

The Contact and the Activity will be connected to each other through the Attachments facility. This allows you to open the Contact quickly and easily when reviewing the Activity, or to open the Activity from the Contact. When viewing the Activity or Contact, 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 do not have to save a Contact before you can create an Activity. However, it is recommended that you save the Contact first, because if you do not the attachment link mentioned in the previous paragraph will not be established.

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

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In this chapter:

• Introduction
  

• Entering a Contact
  

• Editing a Contact
  

• Deleting a Contact
  

• Linking Contact Persons And Companies
  

• Operations menu, including:
  
  • Customer Status
    

  • Search
    

  • Create Activity
    

  • Add Existing Contact
    

  • Create New Contact
    

  • Create E-mail
    

  • Update Contact Persons
    

  • Copy to local address book

Go back to:

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard CRM manual

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