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This text refers to program version 8.4  

Activity Consequences

This page describes the Activity Consequences setting in the CRM module.

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Activity Consequences allow you to specify that new follow-up Activities will be created automatically from existing Activities when you mark them as Done. The creation of the new Activities and the Activity Types and Persons in the new Activities will depend on the combinations of Activity Types and Results in the existing Activities.

This can be useful when, for example, you make a sales call but find that the person you are calling is on holiday. To cater for this situation, you can set up an Activity Consequence record that will automatically create a new Activity to remind you to call them again a few days later. The feature can also be useful for credit controllers using the Activity register to organise debt-chasing calls.

You can also use Activity Consequences to have Service Orders created automatically from certain Activities, or to change the Status of Resources after Activities have been carried out.

To work with the Activity Consequences setting, first ensure you are in the CRM module using the [Switch Module] button in the Navigation Centre. Then, if you are using Windows or Mac OS X, click the [Settings] button, also in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Activity Consequences' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Activity Consequences' in the 'Settings' list. The 'Activity Consequences: Browse' window will open, listing the available records. To enter a new record, select 'New' from the Create menu (Windows/Mac OS X) or + menu (iOS/Android). The 'Activity Consequence: New' window appears, as shown below. Enter the details as described and click the [Save]button (Windows/Mac OS X) or tap √ (iOS/Android) to save the new record.

The Activity Consequence shown in the example illustration above will mean that whenever you mark an Activity of Type "SD" (for "Sales Demonstration") and Result of "OK" as Done and save, a new Activity will automatically be created for three days' time with a Type of "SC" (for "Sales Telephone Call"). The Private check box in the new Activity will have the same setting as in the old Activity. The old and new Activities will be linked to each other through the Workflow Manager facility.

Please follow the links below for details about each card in the Activity Consequences window:

• Header
  

• 'Activities' card
  

• 'Resources' card
  

• 'Alarm' card
  

• 'Other' card

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Settings in the CRM module:

• Introduction
  

• Activity Classes
  

• Activity Consequences
  

• Activity Priorities
  

• Activity Types
  

• Activity Types, Subsystems
  

• Additional Email Recipients
  

• Classification Types
  

• Company Workflow Overview
  

• Contact Classifications
  

• Contact Settings
  

• Courtesy Titles
  

• CRM Settings
  

• Customer Categories
  

• Default Activity Text Codes
  

• Favourite Activity Types
  

• Global CRM Settings
  

• Industries
  

• Info in Customer Status Report
  

• Info in Supplier Status Report
  

• Job Titles
  

• Leads
  

• Lead Sources
  

• Lead Status
  

• Map Setting
  

• Normalized Phone Numbers
  

• Number Series - Activities, N/L Transactions
  

• Number Series - Customer Letters
  

• Number Series - Opportunites
  

• Opportunity Classes
  

• Telephony Settings
  

• Text Types
  

• User Defined Fields - Activities
  

• User Defined Fields - Contacts
  

• User Defined Fields - Items
  

• User Workflow Overview

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

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