Activity
An activity is a planned, current, finished or discarded task (e.g. a phone call, an e-mail, a calendar entry, a task).
Additional features are:
An activity is always related to at least one employee.
An activity, next to employees and contacts, can be assigned to other Entity s several times. A dataset of each entity always represents a master link. This is displayed directly in the activities main mask (Activity with - business partner or contact person -, Main opportunity, Main project, Delegated to - employee). All other links are displayed in the sub area.
The field Delegated by (employee) does not represent a main link, but is displayed for the information and the easier processing of the activity in the main mask Activities.
For better structuring, each activity has an activity type.
Single letters and emails can be created from an activity.
The Complete status of an activity can be set via a button (also for an activity of type Meeting and Appointment where you have read-only rights).