Entering activities and their results
Enter a new event in calendar
It’s easy to add a new event (activity) to Calendar. Click the day and time for which you want to schedule the new event. A dialog box will appear in which you will first fill in what kind of activity you want to enter into the calendar (you will see a menu according to the scope you have set).
1) The type of activity is pre-filled from the previous step, but it can also be adjusted in this step by expanding the arrow.
2) In the Activity menu, select a specific activity (phone call, meeting, etc.)
3) Here it is possible to assign to an activity or enter a new contact, which will then be kept in the history together with others. For certain types of activities, this field does not occur.
4) By adding to the Participants field, you can invite colleagues to participate in the activity.
5) Tick the box to allow editing of invited participants in the activity, who will be able to edit the details of the activity.
6) Here you can set the repetition of the activity.
7) In the Meeting Location field, you can write a note about the location of the activity. If you enter a valid address, it will also appear on the map after clicking on the icon (8).
9) If the activity has already taken place, in this menu you select the corresponding result.
Data with a red asterisk are mandatory. Until they are filled, the activity cannot be saved.
If you know the name of the activity, then when you enter a new event, you can type the name directly in the Activity field.
It is also possible to set other values via the menu on the right:
1) Note – here you can add any information to the activity, which will also be seen by all participants.
2) Confirmation/Rejection Participants – you will see a list of invitees to the event and their responses
3) Documents – add a document to an activity or contact.
4) Confirmation and reminders to contacts – automatic SMS or e-mail
5) Contact history – Activities / tasks with the contact
6) Private note – only you will see this note.
7) Reservation of rooms and resources – here you can request the reservation of a room / resource (e.g. projector) for your activity.
8) Activity operations – edit history of the activity, you can see who, when and how edited the activity.