Performance Description Activities
Activities Overview
| Title | Widget | Widget Description |
| Activities |  |
Click:
Available:
|
General
Functions in the title bar
| Icon | Explanation |
| + | Creates a new activity (only available when in Customer details) |
|
| Starts a workflow Only visible if the "Workflow" module is licensed and a corresponding workflow exists. Only available for own telephone activities |
Grid
| Click | Swipe | Views |
| Activity detail page |
|
|
Column definition
| Name | Visible | Sort | Full Text | Explanation |
| Colour code | Force Visible | Only visible when switching to Activities via a Lead or an Opportunity. Green: Activity belongs to the Lead / Opportunity No colour: Activity belongs to the Customer | ||
| Entered on | Visible | DESC | dd.mm.yyyy - hh:MM | |
| Type | Visible | Yes | Code list: "Type of activity" Code list: "Appointment / Tour activity types" If no code list exists, it is prefilled with standard values | |
| Contact | Visible | |||
| Created by | VisibleOnlyLandscape | Employee | ||
| Text | VisibleOnlyLandscape | An introductory single-line text. 1. Job title 2. Subject in Exchange mail 3. Comment in appointments 4. Activities in visits | ||
| Campaign | Hidden | |||
| Duration (min.) | Hidden | Full minutes, rounded up. | ||
| Opportunity | Hidden | Name of the opportunity | ||
| Lead | Hidden | Name of the lead | ||
| End time | Hidden | Calculated time from "Entered on" time + Duration |
Customer columns (only present if accessed via start dashboard.)
| Name | Visible | Sort | Full text | Explanation |
| Colour code | Forced | Purple: Key account Blue: Prospect, transfer customer, new customer Red: Delivery block Orange: Not assigned
Purple has the highest priority | ||
| Name 1 | Visible | ASC | Yes | |
| Name 2 | Hidden | Yes | ||
| Name 3 | Hidden | Yes | ||
| Customer | Landscape | Yes | ||
| Street | Landscape | Yes | ||
| Postcode | Landscape | Yes | ||
| City | Visible | Yes | ||
| ABC Status | Hidden | |||
| Country | Hidden | |||
| Telephone number | Hidden | |||
| Fax number | Hidden | |||
| Hidden | Yes | |||
| Sales office | Hidden | |||
| Group of sales agents | Hidden | |||
| Price list | Hidden | |||
| Last visit | Hidden | Automatically determined. | ||
| Visiting frequency | Hidden | |||
| Due date | Hidden | The text for this column is determined as follows: No invoice discount: no visiting frequency present in the customer master data No visit: no last visit present Not due: Last visit + visiting frequency > current calendar week Now: Last visit + visiting frequency == current calendar week Overdue (1): Last visit + visiting frequency < current calendar week Overdue (2): Last visit + (visiting frequency * 2) <= current calendar week | ||
| Visit duration | Hidden | |||
| Tour | Hidden | |||
| Start week | Hidden | |||
| Client | Hidden | |||
| Attribute1-16 | Hidden | |||
| Type (customer) | Hidden | |||
| Currency | Hidden | |||
| Area | Hidden | |||
| Customer since | Hidden | |||
| State | Hidden | |||
| Main contact | Hidden | |||
| Delivery block | Hidden | |||
| Incoterms | Hidden | |||
| Incoterms 2 | Hidden | |||
| Terms of payment | Hidden | |||
| Terms of delivery | Hidden | |||
| Customer group | Hidden | |||
| Account group | Hidden | |||
| Homepage | Hidden | |||
| Listing | Hidden | |||
| Send invoice separately | Hidden | |||
| Delivery note without price | Hidden | |||
| ILN | Hidden | |||
| Invoice discount | Hidden | |||
| Form of payment | Hidden | |||
| Customer category | Hidden | |||
| Price group code | Hidden | |||
| Association | Hidden | |||
| Advertising material | Hidden | |||
| Tax Ident Number | Hidden | |||
| VAT ID | Hidden | |||
| Status | Hidden | |||
| Order block | Hidden | |||
| Assigned | Hidden | |||
| Abbreviation | Hidden | Yes |
FAQ
Release
Activity Detail Page
Detail Page
Attention! If the matching record for the activity is available, the corresponding record is displayed instead of the Activity Detail Page, partly in In progress mode.
| Type of activity | View | General Information |
| Visited Customer | Visit mask | In In progress mode |
| Order created | ORDER | In In progress mode |
| Complaint created | Return | In In progress mode |
| Stocktaking created | Activities | Read only |
| Job done | Job | Read only |
| Appointment | Appointment mask | General Information if the appointment was rescheduled or deleted: In Read only mode, you can switch to In progress mode with the pencil |
| Telephone call made | Activity | Code list: Type of activity In Read only mode, you can switch to In progress mode with the pencil. The entries can also be translated via the Language. |
| ExchangeEmail | Read only | |
| Sales opportunity edited | Read only | |
| EmailMarketing_SendInBlue | Code list: Type of activity | |
| BV | Read only |
Title: <Type of activity>
Header (if the record is not available on the device)
1. Switches to In progress mode if you are the Created by
Widgets
- Attachments
Master data
Displays top-down the data linked to this activity, except what is already shown in the header.
A continuous text is always displayed at the end (e.g. for e-mails, tasks, visits, etc.)
FAQ
Release
Edit / New Entry
| Create activity |  | Available:
|
| Create activity | + | Available: 1. Activities overview in the customer |
- Title: edit "Type" or "Create activity"
- When creating, the first type is preselected.
- Attachments widget available
| Field | Reference |
| Entered on | Date and Time |
| Type | Code list: Type of activity |
| Contact | Contacts of the customer to which the activity should be linked |
| Text | Multiline |
| Campaign | Only valid Campaigns are listed. If none are available, the entry is Hidden |
| Direction | outbound | inbound |
| Determined By | Contact | Us |
| The contact has been reached |
KPI Activities
Reached/Not Reached Ratio
- The Value shows the current Day
- The chart shows the last 30 Days, but only the Days on which there is at least one corresponding Activity.