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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:
"The assigned appointment is no longer available."

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)

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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