Activities

Activity boards are user configurable just like dashboards. Users can choose to set up what data they want to see. You can choose to set up the activity board business location specific or global.

 

Business Location Specific

If you set up a business location-specific activity board, you need to choose which business location-specific activity you want to look at. Further, you can choose to set up what type of activities you wish to see.

There are 2 major types of activities you can configure to see

1. Productivity

  1. General – This includes activities for basic add and update operations in the business for the selected modules. (We will see which modules can be set up under the next section in this document)
  2. Pricing or Amount – This includes all the activities related to pricing and amount for the selected modules.
  3. Payments – This includes the history of payments for the selected modules.

 

 

2. Communication

  1. Outgoing Emails – This included the history of all the outgoing emails from the entity mapped with the business location for the selected modules.
  2. SMS (Coming Soon) – This will include the history of all the outgoing SMSs from the entity mapped with the business location for the selected modules.

 

 

Selecting Modules To Show Activities

You can choose the modules you want to see activities for. These include the following modules:

  1. Quotes
  2. Quotes – Services
  3. Quotes – Meetings
  4. Quotes – Products
  5. Quotes – Materials
  6. Quotes – Estimates
  7. Jobs
  8. Jobs – Services
  9. Jobs – Meetings
  10. Jobs – Estimates
  11. Jobs – Products
  12. Jobs – Materials
  13. Jobs – Fulfillment
  14. Customer – Opportunities
  15. Purchase Orders
  16. Suppliers

 

 

Activity Action Types

While configuring the activity board, you can also choose what type of activities you want to see. These include the following types of activities –

  1. Created Activities – All the activities that are created when an ‘Add’ operation is executed on the selected functions.
  2. Updated Activities – All the activities that are created when an ‘Update’ operation is executed on the selected functions.
  3. All Actions – These include all the activities performed by the users on the selected functions.\

 

 

Assigning Resources

Activity boards can be shared with the active resources in your business. You can choose to assign the activity boards to resources you want to share them with. Users will be able to toggle between the multiple activity boards by selecting the assigned activities board from the dropdown on the top.

 

Global (Customer)

Category to monitor activities

  1. Productivity
    1. General – This includes activities for basic addition and update operations in the business for customers and customer conversations.
  2. Communications
    1. Outgoing Emails – This included a history of all the outgoing emails to all the customers from customers’ communication and conversation.

Selecting Modules To Show Category

You can choose the modules you want to see activities for. These include the following modules when you have chosen Global –

  1. Customers
  2. Customer Conversations

Activity Action Types

While configuring the activity board, you can also choose what type of activities you want to see. These include the following types of activities:

  1. Created Activities – All the activities that are created when an ‘Add’ operation is executed on the selected functions.
  2. Updated Activities – All the activities that are created when an ‘Update’ operation is executed on the selected functions.
  3. All Actions – These include all the activities performed by the users on the selected functions.

Assigning Resources

Activity boards can be shared with the active resources in your business. You can choose to assign the activity boards to resources you want to share them with. Users will be able to toggle between the multiple activity boards by selecting the assigned activities board from the dropdown on the top.

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