Activities¶
One screen.
Tasks & Activities, Opportunities¶
Activities
A simple log of calls, meetings, tasks and notes against a customer, and a read-only list of open opportunities.
What you see¶
One row of controls above the list: a company search, a type, a subject and a date.
The list shows type, subject, company, due date and status, with a Mark Done button on anything still open.
Fields¶
| Field | What goes in it |
|---|---|
| Search companies… | Required. Type-ahead against the customer list. |
| Type | task, call, email, meeting or note. Starts at task. |
| Subject / title | Required. |
| Date | Optional due date. |
Buttons¶
| Button | When you can use it | What it does |
|---|---|---|
| Add | Only once a company and a subject are filled in. | Adds the activity. The subject clears; the company, type and date stay, so a run of activities against one customer is quick. |
| Mark Done | On anything still open. | Completes it immediately. This is one of the six buttons that deliberately does not ask — it is one click to undo. |
When there is nothing to show¶
| Where | What it says |
|---|---|
| Activities | No activities yet — add a task, call or meeting above |
| Opportunities | No opportunities yet |