Appointment Types

The Activity info area provides the basis for providing personal customer support. Activity records provide valuable information about telephone calls, customer visits and similar appointments.

Activities are added for companies and persons. The Activity Overview level allows you to display your activities with all companies. Select Info > Activity Overview to access the Activity Overview level.

Use the Task info area to store tasks that are not dependent on a specific customer. Tasks are displayed in the calendar, but not in the daily overview.

Use the Absences info area to determine when certain employees are unavailable for business appointments (vacations, sick leave etc.).