Activities

Articles

Adding Events and Tasks from Details Page
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...
Activity Overview
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 Activiti...
Adding New Events and Tasks
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...
Managing Events and Tasks from a Details Page
Overview All Activities share common properties including assignees, subjects and descriptions. In addition, Activities can be related to Entities and Documents (e.g.  Customer or Sales Order ). Therefore, you will be able to manage activities...
Viewing Assignments and Reminders
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...
Emails and Logs
Overview Order Time is like a one-stop shop that aids you in putting together tasks, transactions, correspondences and other day-to-day undertakings. You can communicate with other contacts or parties directly from the system and you can record not...
Alarms and Reminders
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 ...
Tasks
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 ...