Activity History

From Opentaps Wiki

Jump to: navigation, search

The "Activities History" section lists previous activities that have already been completed. Like the "Pending Activities" section, you can sort the list alphabetically/sequentially by clicking on any of the header categories: "Type", "Purpose", "Activity", "Status", "Scheduled Date", and "Completion Date".

Clicking either the [Log Call] button or [Log Email] button will link you to the Log Task Screen of the Activities section of opentaps CRM, with the appropriate data fields to store the call or email information.



© Open Source Strategies, Inc. Development of this documentation site is sponsored by Open Source Strategies, Inc.
Help support opentaps with a subscription to this documentation site.