Activities

Overview An Activity is a way to document an action that will or has occurred by one or more of your users. The primary activities are Event and Task . For example, if you want to remind a sales rep to follow up on an order, you would create a T...

Overview An Activity is a way to document an action that will occur or has occurred by one or more of your users. For example, if you want to remind a sales rep to follow up on an order, you would create a Task for the sales rep.  All Activities sh...

Overview Activity Type is used to categorize various types of Activities within your company.      Properties Activity Type, also called Base Type tells the system what type of activity is referenced.  There are four base types: Task, Event, Lo...

Overview An Activity is a way to document an action that will or has occurred by one or more of your users. The primary activities are Event and Task . For example, if you want to remind a sales rep to follow up on an order, you would create a T...

The ability to manage Activities related to a specific customer directly from the customer's Details Page.

Overview Order Time has the ability to support users in tracking assignments and and other tasks. The Activity Schedule (or calendar) is easy to use and serves different functions depending on your scheduling needs. You can use the different functi...

Sending Email and Creating Logs

Overview We all forget from time to time.  Not to worry though, in Order Time you can set Alarms for both Tasks and Events which will Remind your users as the time approaches.   Alarms An Alarm is a time span that you set on activity for exampl...

Overview A task is an activity that requires action on the part of the assignee. You can create different types of tasks for example, call and send samples . A task has two states: Open and Closed . You set the state of an activity using ...