CRM Business Notes 4 - the Activity Manager

 

Activity Manager:

In CRM Business Notes 4.0 the Activitymanager has also be changed from the ground up. You can now create all kind of events or sales order directly within the Activitymanager. The corresponding documents and also the respective calendar schedules will be created automatically. Clicking the disclosure button of an activity list entry will direct you to the respective document.


Scheduler for activity history

with this scheduler you'll get an overview of all your activities planned for a specific date. You can select a specific date in the calendar view on the left side. This view will also indicate if an action is outstanding.