ACTIVITIES WITH EMPLOYEES
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.
- The Activities screen displays the Modified Date, User, Title,Type and Sub-Type columns. The Type column displays the activity type of the record.
- 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.|