What is Quick Activity?
Quick Activity is a faster and simplified version of creating an activity. These can be used to display daily tasks and quick activities which occur internally and externally.
Quick activities can be made for contacts and bookings. They are used to create tasks for notes.
Explanation + How to.
|Contact||Enter contacts name (should exist in the system) then select the contact.|
|Assignee||Enter assignees name (should exist in the system) then select the assignees.|
|Type||This can be a task "To Do" "To Call" "To Email"|
|Reminder Date/Time||This is when a reminder notification email will be sent to you. (Operations Notification in System Configuration will need to be switched on.)|
|Content||Infomation on the quick activity|