Contact Management - Activities with Employees

Modified on Mon, 10 Jul 2023 at 08:20 AM


Your organization can use the activities feature to coordinate the activities between you and your employees.  All Activities such as e-mail, meetings, documents uploading, and tasks are logged and history of every activity with the employee is kept for reference.

  1. The Activities screen displays the Modified Date, User, Title,Type and Sub-Type columns. The Type column displays the activity type of the record.
  2. You can select any record and double click it to modify or to process further. You can add/edit documents, add/edit tasks, add/edit appointments and send mails to employees from activities tab.

Refer to the ‘Activities Tab’ in Contacts section of CRM, to know how to organize activities with selected Employees.

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