Activities View

The Activities window is used to create new activities. If you are currently viewing a record, any activity you create will be related to that particular record. If you are not viewing a record, any new activity will not be related to a specific record.  For Activities, you can write a note, assign a task, or create a calendar event -- as described below.  Please note that all these assigned activities can be viewed on the dashboard.

• Note:  Add a new note for the currently selected record.
  • Description:  Type in a note in the text area.
    

• Task:  Assign a task for the currently selected record.
  • Description:  Type in a note in the text area.
  • Status:  Status of the task.
  • Date:  Assign a date for completion of task.
  • Assigned:  Assign a user for completion of task.  It can be yourself, or someone else.
  • Priority:  Put a priority on the task.

• Calendar Event:  Schedule a new calendar event for the currently selected record.
  • Description: Type in a note in the text area.
  • Location: Type in the location of where the event will take place.
  • Assigned: Select which user this event is for.
  • Start Time: Enter in the start time of the event and date.
  • End Time: Enter in the end time of the event and date.