Adding Activities

To add an activity:

1. Select (Collaboration) > Activities and click on Start Search.
2. Click on (New).
3. Select who the activity should be added for (person, company etc.). Search for and select the desired company or person.

   

4. You need to enter a Subject in order to save the activity.
5. Select the Type of activity.
6. You can enter information on the activity in the Text field and format the text accordingly.
7. The current date and time are automatically entered as the start of the activity. You can edit the date and time.
8. The following fields are entered automatically and can also be edited: Type, Rep, Status = Planned, Priority = high.
9. Enter further information concerning the activity on the following tabs:
   • Internal Participants: Select the activity’s participants (>> Adding Internal Participants).
   • Qualification: You can enter various information concerning the activity, such as its purpose.
10. Save the record.

    The activity is displayed in the company or person’s tree view.

11. You can add additional external participants, >> Adding External Participants.
12. You can store information on consultations held within the scope of an activity, >> Consultation Documentation – FSI.