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Overview The Activity Status provides visibility for open and closed activities. Activity Status This function allow users have the ability to create custom statuses for activities. The Activity Status page allows you to create new statuses fo...
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Last Updated: 11/13/2024 in Admin Company Preferences
Activity Preferences Under Activity Preferences you can modify how your calendar activities will be processed, the timing for alarms, email reminders. You are able to: Enable calendar events Select how many due date days get added. Select...
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Last Updated: 01/23/2019 in Admin Activities
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...
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Last Updated: 08/30/2019 in Admin Activities
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 ...
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Last Updated: 02/14/2018 in Admin Activities
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...