Moha at 01:24, 11 June 2011

2011-06-11T01:24:41Z

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 can see a list of all activitie..."

2011-06-11T01:23:20Z

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 can see a list of all activitie..."

New page

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 related to the order. On this tab, you can choose to view all open, closed or all '''activities''' for this customer by selecting the option circled below. You can also access all activities on the activities window.

[[File:ACtivitiesTab.jpg]]

On the Activities tab, you can create a new activity, edit an activity or delete an activity.

<h3>Create a new activity on the Activities tab</h3>

<br>1. Click '''New'''.

<br>2. In the Activity Editor window, 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

<br>3. Click '''OK'''.

The activity is saved and can be viewed on the Activity window or in the Activities tab in the order you created the activity for.

[[File:ActivitiesButton.jpg]]

<h3>To edit an activity on the Activities tab</h3>

# Select the activity and click '''Edit'''.
# The '''Activity Editor''' window will open.
# Make changes and click '''OK'''.

When you have completed an activity, you can mark it complete or delete it. To mark it complete, select the activity and click Edit in the Activities tab. In the Activity Editor, check completed and click OK.

<h3>To delete an activity on the Activities tab</h3>

# Select the activity and click '''Delete'''.
# Click '''Yes''' on the confirmation window.

← Older revision		Revision as of 01:24, 11 June 2011
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	<br>3. Click '''OK'''.		<br>3. Click '''OK'''.

−	The activity is saved and can be viewed on the Activity window or in the Activities tab in the order you created the activity for.	+	The activity is saved and can be viewed on the Activity window or in the Activities tab in the order you created the activity for.

Activities tab - orders - Revision history

Moha at 01:24, 11 June 2011

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 can see a list of all activitie..."