Skip to main content

Activities Overview

Title Widget Widget Description
Activities
c5nBefvoNfi9Dfyi-drawing-9-1754033699.png
  1. Number of activities

Click:

  • Opens the overview page

Available:

  • Customer details
  • Homepage dashboard

General

Functions in the title bar

Icon Explanation
+

Creates a new activity (only available when in Customer details)

image.png

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
  1. Contact, switches to the contact masterdata
  2. Customer (only available if accessed via the start dashboard), switches to the customer masterdata
  1. Table
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
Blue is before "Not assigned" and before delivery block.
That means a not assigned prospect with delivery block is shown in blue.
A "Not assigned" customer with delivery block is shown in orange.
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


E-Mail 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