Add a CRM activity

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.

Open

You will be directed to the Add CRM page, which is similar for all activities except for a few fields.

Open

1. 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

2. Provide a Name or a Subject.

3. Provide a Description.

4. Select the Person Responsible.

5. (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 https://help.xtm.cloud/xtrf/home-portal/configuration-menu/en/categories.html article.

6. (Optional) Set the Priority - Normal, High, or Low.

7. Select the Status - Requires action, In progress, Completed, or Cancelled.

8. (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.

9. (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).

10. Click the Save button.