Editing Activities

Jump to navigation Jump to search

Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.

The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.

Latest revision Your text
Line 4: Line 4:
  
 
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)
−
<br>[[File:SetActivity-FollowUp.png]]
+
[[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.
−
<br>[[File:ActivityEditorWindow.png]]
+
[[File:ActivityEditorWindow.png]]
  
−
<br>'''Opened By''' - The SME user that created the activity
+
'''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.  
Line 18: Line 18:
  
 
== 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 (<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>).
+
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''').
  
 
<br>[[File:ShowingActivitiesWindow.png]]
 
<br>[[File:ShowingActivitiesWindow.png]]
  
−
<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>'''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">'''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>'''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">'''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>'''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">'''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.
+
<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.
  
  

Please note that all contributions to High5Wiki may be edited, altered, or removed by other contributors. If you do not want your writing to be edited mercilessly, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource (see High5Wiki:Copyrights for details). Do not submit copyrighted work without permission!

Cancel Editing help (opens in new window)
Retrieved from "https://www.high5software.com//mediawiki/index.php?title=Activities"