Scheduling Activities

Owned by Persia Xenopoulou (Deactivated)
Last updated: Jul 14, 2017 by Former user (Deleted)
2 min read

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What is Activity Scheduling?

As explained in the Understanding Activities manual, Activities can be perceived as small Tasks required to complete a bigger one, which in CRM.COM can be:

  • a Job, which could take the form of a small project 
  • a Service Request, which could take the form of a number of Tasks that must be performed to complete a customer's Request for Service
  • a Lead which will be used to win potential customers.

There are three ways to schedule Activities:

  • Via the Activities Page.
    Add the related entity in the 'Performed For' tab.
  • Via the Entity's page (Job, Service Request, Lead).
  • Automatically by configuring Workflow Rules that trigger the scheduling of Activities when certain events occur in the System.

In this manual, we will explain how an Activity can be scheduled via the related module's Data Entry page instead of the Activities page.

Validations and Restrictions

ActionRestrictionsAdditional Information
Schedule an Activity for a Job
  • The Activity Types which can be used for Activities performed for the Job are filtered based on the 'Allowed' Activity Types specified on the Job Type.  
  • The Contact Information and the 'Performed For' Job values are automatically set on creating an Activity for a new Job. 
Schedule an Activity for a Service Request
  • The Activities Types which can be used for Activities performed for the Service Request are filtered based on the 'Allowed' Activity Types specified on the Service Request Type.
  • The Contact Information and the 'Performed For' Service Requests values are automatically set on creating an Activity for a new Service Request.
Schedule an Activity for a Lead
  • The Activities Types which can be used for Activities performed for the Leads are filtered based on the 'Allowed' Activity Types specified on the Lead Type.
  • The Contact Information is automatically set on creating an Activity for a new Lead.

Activity Scheduling

  1. Navigate to one of the entities you would like to schedule an Activity for.
  2. Search for the entry.
  3. Click on the Number of the entry you would like to access, to go to the Data Entry page
  4. From the Actions Menu click on ACTIONS > SCHEDULE AN ACTIVITY
    Scheduling an activity action
  5. Follow the steps as described in Managing Activities to schedule the Activity for the selected entry.

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