Moha: /* To create an activity for a customer */

2011-05-28T13:08:10Z

To create an activity for a customer

Moha: Created page with "
Throughout SME you can create activities for yourself or other SME users to remind yourself, or others, to take action. In the '''Activities''' tab, you ca..."

2011-05-28T11:52:06Z

Created page with "<div class="content"> Throughout SME you can create activities for yourself or other SME users to remind yourself, or others, to take action. In the '''Activities''' tab, you ca..."

New page

<div class="content">

Throughout SME you can create activities for yourself or other SME users to remind yourself, or others, to take action. In the '''Activities''' tab, you can see a list of all activities created for the customer. On this tab, you can choose to view all open, closed or all activities for this customer by selecting the option circled below.

[[Image:ActivitiesTab.jpg]]

==='''To open or edit an activity'''===

1. Select the activity listed in the tab.

2. Click '''Edit'''.

3. The '''Activity Editor''' will open. Here you can make changes and check '''Completed '''to close the activity.

4. Click '''OK'''.

==='''To create an activity for a customer'''===

1. Open the customer record.

2. Click '''Activities''', select '''Set Activity/Set Follow-up'''.

[[Image:Activities_Set.jpg]]

3. Fill out the following fields

** Assigned to – if you want to assign this activity to someone else, select their name in this field.

** Reason – type a brief reason for the activity

** Date and Time – set the due date for the activity

** Set Reminder to Activity Date and Time – check here if you want a pop up window to open when the activity is due.

** Notes – type notes in here related to the activity

4. Click '''OK'''.

==='''View Activities '''===

To see a list of all of your activities or your co-workers activities, click '''Activities''' at the top of SME.

[[Image:ActivitiesButton.jpg]]

The Activities window will open (shown below).

[[Image:ActivitiesWindow.jpg]]

'''Show Activites For'''
(1) – this will default to your name and show you your activities. Select another name from this field to see their activities.

'''Calendar''' (2) – this will default to show you activities for today. Select another day on the calendar or click Show All Days under the calendar to expand your range.

'''Activity list''' (3) – this will show you all activities due for the date selected on the calendar.

Double click on an activity in this section and SME will jump to the record the activity was created in.

'''To mark an activity complete
'''
# Open the activity. (in the customer record, select the Activities tab, double click on the activity)

# Check '''Complete'''.

# Click '''Ok'''.
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@@ Line 25: / Line 25: @@
 <span><span>3.<span style="font: 7pt &quot;Times New Roman&quot;">       </span></span></span>Fill out the following fields
-**       Assigned to – if you want to assign this activity to someone else, select their name in this field.
+*       Assigned to – if you want to assign this activity to someone else, select their name in this field.
-**      Reason – type a brief reason for the activity
+*      Reason – type a brief reason for the activity
-**       Date and Time – set the due date for the activity
+*       Date and Time – set the due date for the activity
-**      Set Reminder to Activity Date and Time – check here if you want a pop up window to open when the activity is due.
+*      Set Reminder to Activity Date and Time – check here if you want a pop up window to open when the activity is due.
-**      Notes – type notes in here related to the activity
+*      Notes – type notes in here related to the activity
 <span><span>4.<span style="font: 7pt &quot;Times New Roman&quot;">       </span></span></span>Click '''OK'''.

Activities tab - customer - Revision history

Moha: /* To create an activity for a customer */

Moha: Created page with " Throughout SME you can create activities for yourself or other SME users to remind yourself, or others, to take action. In the '''Activities''' tab, you ca..."

Moha: Created page with "
Throughout SME you can create activities for yourself or other SME users to remind yourself, or others, to take action. In the '''Activities''' tab, you ca..."