Difference between revisions of "Activities"
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You can create an activity for a lead, proposal, customer, service order, invoice and more. In this example we are creating an activity in a Lead. | You can create an activity for a lead, proposal, customer, service order, invoice and more. In this example we are creating an activity in a Lead. | ||
| − | <br>1. In the lead, click Activities > Set Activity/Set Follow-up. (image below) | + | <br>1. In the lead, click '''Activities''' > '''Set Activity/Set Follow-up'''. (image below) |
| − | [[File:SetActivity-FollowUp.png]] | + | <br>[[File:SetActivity-FollowUp.png]] |
| − | <br>2. In the Activity Editor window, enter the activity details and click OK. | + | <br>2. In the Activity Editor window, enter the activity details and click '''OK'''. |
| − | [[File:ActivityEditorWindow.png]] | + | <br>[[File:ActivityEditorWindow.png]] |
| − | '''Opened By''' - The SME user that created the activity | + | <br>'''Opened By''' - The SME user that created the activity |
<br>'''Work Group''' - You can assign the activity to a Work Group (group of SME users). Your SME Administrator has to setup the Work Groups. | <br>'''Work Group''' - You can assign the activity to a Work Group (group of SME users). Your SME Administrator has to setup the Work Groups. | ||
<br>'''Assigned To''' - You can assign the activity to an individual SME user. | <br>'''Assigned To''' - You can assign the activity to an individual SME user. | ||
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== View All Activities == | == View All Activities == | ||
| − | To see a list of all activities, click Activities in the Main Form Elements toolbar. (circled in image below) | + | To see a list of all activities, click '''Activities''' in the Main Form Elements toolbar. (circled in image below) |
[[File:ClickActivitiesButton.png]] | [[File:ClickActivitiesButton.png]] | ||
| − | In the Activity window you can set whose activities you are viewing ('''1'''), select the day(s) you are viewing activities for ('''2'''), see a list of activities ('''3'''), and take action on the activities ('''4'''). | + | In the Activity window, you can set whose activities you are viewing (<span style="color:orange">'''1'''</span>), select the day(s) you are viewing activities for (<span style="color:orange">'''2'''</span>), see a list of activities (<span style="color:orange">'''3'''</span>), and take action on the activities (<span style="color:orange">'''4'''</span>). |
<br>[[File:ShowingActivitiesWindow.png]] | <br>[[File:ShowingActivitiesWindow.png]] | ||
| − | <br>'''1''' - '''Show Activities For'''. When you open the Activities window, it will default to your activities. You can use this field to select the SME User you would like to see activities for or select All Users. | + | <br><span style="color:orange">'''1'''</span> - '''Show Activities For'''. When you open the Activities window, it will default to your activities. You can use this field to select the SME User you would like to see activities for or select All Users. |
| − | <br>'''2''' - '''Calendar'''. When you create an activity you set a date on the activity. When viewing activities you can see the activities for one day or for all days. Click Show for All Days to see all activities or click Show for Selected Day and select the specific day on the calendar. | + | <br><span style="color:orange">'''2'''</span> - '''Calendar'''. When you create an activity you set a date on the activity. When viewing activities you can see the activities for one day or for all days. Click Show for All Days to see all activities or click Show for Selected Day and select the specific day on the calendar. |
| − | <br>'''3''' - '''Activities'''. This area shows all of the activities due for the date selected on the calendar. Double click on an activity and SME jumps to the source. Rearrange the order of the columns and remove columns you don’t want to view by clicking  in the upper left corner of the grid. | + | <br><span style="color:orange">'''3'''</span> - '''Activities'''. This area shows all of the activities due for the date selected on the calendar. Double click on an activity and SME jumps to the source. Rearrange the order of the columns and remove columns you don’t want to view by clicking  in the upper left corner of the grid. |
| − | <br>'''4''' - '''Edit, Jump, Delete, etc'''. Select an activity and you can jump to the source (the record the task was created in), edit the activity, delete the activity or create a new activity. | + | <br><span style="color:orange">'''4'''</span> - '''Edit, Jump, Delete, etc'''. Select an activity and you can jump to the source (the record the task was created in), edit the activity, delete the activity or create a new activity. |
== Activity Reminder Window == | == Activity Reminder Window == | ||
Revision as of 17:35, 17 June 2011
An activity can be created to remind you or another SME user to follow up on a lead, customer, service order, invoice, and more. You can set an activity in the modules throughout SME and you can manage your activities in the Activity window.
Create an Activity
You can create an activity for a lead, proposal, customer, service order, invoice and more. In this example we are creating an activity in a Lead.
1. In the lead, click Activities > Set Activity/Set Follow-up. (image below)
2. In the Activity Editor window, enter the activity details and click OK.
Opened By - The SME user that created the activity
Work Group - You can assign the activity to a Work Group (group of SME users). Your SME Administrator has to setup the Work Groups.
Assigned To - You can assign the activity to an individual SME user.
Date/Time - Set the date the activity is due.
Set Reminder to Activity Date and Time - Check here and a reminder window will open at the date/time set in the Activity Editor.
Notes - Enter a description for the activity such as what the activity is for.
View All Activities
To see a list of all activities, click Activities in the Main Form Elements toolbar. (circled in image below)
In the Activity window, you can set whose activities you are viewing (1), select the day(s) you are viewing activities for (2), see a list of activities (3), and take action on the activities (4).
1 - Show Activities For. When you open the Activities window, it will default to your activities. You can use this field to select the SME User you would like to see activities for or select All Users.
2 - Calendar. When you create an activity you set a date on the activity. When viewing activities you can see the activities for one day or for all days. Click Show for All Days to see all activities or click Show for Selected Day and select the specific day on the calendar.
3 - Activities. This area shows all of the activities due for the date selected on the calendar. Double click on an activity and SME jumps to the source. Rearrange the order of the columns and remove columns you don’t want to view by clicking  in the upper left corner of the grid.
4 - Edit, Jump, Delete, etc. Select an activity and you can jump to the source (the record the task was created in), edit the activity, delete the activity or create a new activity.
Activity Reminder Window
If you checked Set Reminder to Activity Date and Time in the Activity Editor window, the Alarm Reminder will open when the activity is due. (image below)
Open Item - Click to open the Activity Editor window then click Jump to Source to go to the record the activity was created in.
Snooze Alarm - You can snooze the alarm for the time period you select. The alarm will open again when the period is up.
Dismiss Alarm - Select an activity in the reminder window and click Dismiss Alarm and the alarm reminder window won’t open again for that activity.
Dismiss All - Click and the alarm reminder window won’t open again for all activities in the window.
Activities - Click to open the Activities window where you can manage all your activities and see other SME User’s activities.
Close - Close the alarm reminder window.