Activities
Types
There are two main types of activities – documents and follow-ups. In addition, mailings, form submissions, and chat records are displayed in the Activities section tab.
- Follow-ups
Meeting (appointment)
Follow-up (call)
To-do (task)
- Documents
Document (letters and other documents)
Email
Mailings (bulk mailings by merged document, email or SMS)
Chat sessions
Form submissions
Where do I find activities?
| Location | Description | Read more |
|---|---|---|
| Company screen | Displays activities linked to the company in question. | Activities (Company) |
| Contact screen | Displays activities linked to the contact in question. | Activities (Contact) |
| Project screen | Displays activities linked to the project or sale in question. | Activities (Project) |
| Sale screen | Displays activities linked to the project or sale in question. | Activities (Sale) |
| Diary screen | Displays all your uncompleted activities. | Activities (Diary) |
Note
Activities are also displayed in the different views in the Diary screen.
View activities
The activities displayed depend on which filters you select at the bottom of the section tab. You can show all activities, or just one of the types. Click the 
Filter button to filter activities by date and user.
Columns
The activities list columns contain the following information:
: The first column in the activities list specifies the Completed status of an activity. A tick means that the activity is completed, while an empty box means that it is not completed.The Category column contains icons that indicate the type of activity, for example, a calendar for a meeting. These icons reflect the text in the Type column.
The other columns in the activities list show various information about the activity. If not all the text in a field is visible, hold the mouse pointer over it to display it in a tooltip.
Create activity
You create activities using the New menu in the top bar, or by clicking Add button in the section tab.
Delete activity
You can delete activities from any screen where they are displayed:
Select one or more activities that you want to delete.
Right-click the selected activity or activities and select Delete.
When asked if you really want to delete the activity, click Yes.
Tip
For details, see Delete items in SuperOffice CRM.