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Managing Activities
An activity for a profile or contact can be recorded from any screen within the system through the Add an Activity button available on the QAD CRM toolbar. Activity types include:
When you create an activity record, it shows up in the workspace calendar on the date it has been planned. After creating an activity, you are required to process it either on or before the scheduled date. Activities that are past due date appear as overdue activities in the calendar.
Note: The list of activities and tasks often appears color-coded depending on the settings defined by your system administrator through Settings|System|System Control|Activity and Reminder Settings. You can define different colors for activities and tasks based on whether they are overdue, high priority, or recurring in nature. For details, see Administration Guide: QAD Customer Relationship Management.
Managing activity details include adding, editing, and deleting activity records as required. However, you can perform various other operations related to an activity record. For example, you can access profile, contact, and opportunity records.
You can also classify activities as being business-related or personal in nature. To do so, exclude profile and contact details while specifying activity details.
Note: You cannot process activities that are not linked to any profile.
The system also lets you specify activity details that other users cannot access. Such activities are called private activities.