Activities¶
The Activities app extends the activities scheduled on records with a dedicated board, reminders, recurring activities, and a 360° history per customer.
Note
The app is provided by the Activities (activity) module, with bridge modules for the other
apps: Activities - CRM (activity_crm), Activities - Repair (activity_repair),
Activities - Calendar (activity_calendar).
Access rights¶
The Activities category of the access rights offers three levels:
User: sees and manages their own activities;
Supervisor: additionally sees the activities they supervise;
Manager: sees all activities and configures the app.
The activity board¶
The app groups the activities of the database in a single place:
: the activities assigned to the user;
: the activities whose Supervisor is the user;
: every activity (managers only).
Besides the standard fields, an activity carries a Supervisor, Tags, a Priority, a Feedback and, when it is cancelled, a Cancel Reason. Its status is shown as Overdue, Today, Planned, Done, or Cancelled.
- menu
- Activities ‣ My Activities
- shows
- The activity board listing activities with their document, type, due date, supervisor, tags and status.
- data
- Demo company "YourCompany HU"; activities on opportunities and sales orders, one overdue.
- module
- activity
- notes
- English UI, light theme, 1440px width.
Multiple assignees¶
When Multiple Assignees is enabled in , an activity can be assigned to several users at once. Each of them then gets their own copy of the activity, so everyone can complete their part separately.
Reminders¶
A reminder notifies the assignee before the activity is due. Create reminders in , with a Type (e-mail or notification), a Remind Before value and its Reminder Unit, and optionally a Custom Notification Template. Then add the reminders to an activity in its Alarms field.
Reminders are sent by a scheduled action, and only when Activity Reminders is enabled in .
Due date notifications¶
In , the Due Activity Notifications block sends daily mails around the due date of the activities: on the due date, one or two notices before it, and one or two notices after it, each with the number of days to apply. Each notice can also be copied to the user who created the activity.
Overdue Activity Escalation notifies the supervisor when an activity stays overdue longer than the configured number of days.
- menu
- Settings ‣ Activities
- shows
- The Activities settings with the "Activity Board" block (Multiple Assignees, Activity Reminders) and the "Due Date Notifications" block with its day fields.
- highlight
- The "Due Date Notifications" block (red frame).
- module
- activity
- notes
- English UI, light theme, 1440px width.
Recurring activities¶
A recurring activity recreates itself on a schedule. Configure them in :
Repeat Every: the interval and its unit;
the days of the week, the Date of Month, or the month, depending on the recurrence type chosen;
Repeat or End Date: how the recurrence ends;
the Summary, Description, Tags, the assignee, and the Supervisor given to each generated activity;
Start After Days: the delay before the first activity is created.
Activity history¶
gives a 360° view of every activity — open and completed — with its Customer, Company, Assigned To, Supervisor, Activity Type, Due Date, Summary, and Feedback. The same history is available from a contact, in .
Reporting¶
My Reporting and Reporting analyze the activities of the user, or of everyone, by type, assignee, supervisor, or period.
Deletion log¶
Every deleted activity leaves a trace in , with the document it belonged to, its summary, its assignee, its due date, who deleted it, when, and the Removal Reason. This makes it possible to see what was planned on a record even after the activity is gone.
Note
In a multi-company database, the Activity Multi-Company Fix (activity_multicompany) module
prevents access errors on activities belonging to another company.
See also