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CRM activities can be added in the CRM module, Classic projects and quotes, client, vendor and contact persons profiles. |
To add a new CRM activity, click one of the following buttons at the top of the page: New Memo, Log a Call, Plan Task, or Plan Event.
You will be directed to the Add CRM page, which is similar for all activities except for a few fields.
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The Type (Memo, Call, Task, or Event) and the Added on sections are set up automatically and can’t be changed. |
Set the activity-related dates:
for a Memo - the date and time of the event or activity that led to the memo's creation
for a Call - the date and time of the call
for a Task - the date and time when the task is to be done
for an Event - the starting and ending dates and times
Provide a Name or a Subject.
Provide a Description.
Select the Person Responsible.
(Optional) Select a Category. This field will be active only if you have custom categories created for CRM activities. To learn more about categories, see the Configure system values - Categories https://help.xtm.cloud/xtrf/home-portal/configuration-menu/en/categories.htmlarticle.
(Optional) Set the Priority - Normal, High, or Low.
Select the Status - Requires action, In progress, Completed, or Cancelled.
(Optional) For a Call - click the
icon in the Follow-up section to create a call-related task.
For a Task and Event - in the Notification section, select Home Portal users that should receive a notification about the task. Decide on the notification type (an e-mail or a pop-up), select the time when users are to receive these notifications, and click the Add button.
(Optional) Add the associations for this memo so you can take shortcuts to related projects, jobs, client and vendor profiles, etc. Click one of the buttons in the Add Association for section. An Associations pop-up window with a list of entities appears. Click on the entity in question to add it to the Association section and select a contact person (if applicable).
Click the Save button.
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You can use the Task activity for distributing tasks between team members, as you can select the person responsible for certain tasks among all XTRF uses. |