CRM ➔ Entries ➔ Activities
In Exact Globe Next, communications with business contacts can be entered in the form of activities. From the overview, you can also:
The information in this document is applicable to product update 421 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind: The Account button is enabled only if an activity is selected in the overview.
Keep in mind: The Contact button is enabled only if an activity is selected in the overview.
Keep in mind: The Edit button is enabled only if an activity is selected in the overview.
Keep in mind: The Delete button is enabled only if an activity is selected in the overview.
Note: It is possible that not all the columns in the overview are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.
Click this to search for the activities based on the search criteria.
Click this to clear the search criteria.
Type the number of rows to be displayed for each page. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, you will see the Previous and Next buttons.
Click this to return to the previous overview.
Click this to display the next overview.
Select starts with, contains, or equal to to search for the activities with a certain letter or word.
Click this to expand the search criteria. The Selection section will be displayed. Click this again to hide the search criteria.
Select the type of activity to be displayed. You can select any of the following:
Select the priority of the activities to be displayed. You can select any of the following:
Type or select an account to display the activities with the selected account. You can also leave this field empty to display the activities with any account.
Select the status of the activities to be displayed. You can select any of the following:
Type or select a person to display the activities that the selected person is in charged of. By default, the person who is logged in will be displayed.
Click this to view the details of the account for the selected activity. For more information, see Creating and maintaining accounts receivable.
Note: This button is enabled only if an activity is selected.
Click this to view the details of the contact for the selected activity. For more information, see Creating and maintaining contact persons.
Click this to view and/or modify the details of the selected activity. For more information, see Creating and maintaining CRM activities.
Click this to delete the selected activity. A message “Delete” will be displayed. Click Yes to delete the activity, or No to exit.
Click this to create an activity. The Activity types screen will be displayed. Select Sales question to create a sales question for the debtors, Customer survey to create a customer survey, Service external to create a service call for the debtors, Service internal to create a service call for the people, or Sales quotation to create a sales quotation for the debtors. Click Select to continue. For more information, see Creating and maintaining CRM activities.
Click this to exit.