Enter an Activity

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Module:  General Accounting    

Applet:  Organizational Units

 


Description: How to Enter an Activity.

Step 1 - Double click on the area of the calendar where the activity is to be entered.

Note: Click on an existing entry to edit the activity. Stretch an activity to alter its time coverage, or drag or drop the activity to a new date. To remove the activity, highlight the activity and then hit the Delete key.

Step 2 - Complete the Activity pop-up (Fig.1).

Marketing_Act_Popup

(Fig.1)

 

Subject - Activity subject line

 

Date - Date of activity

 

Time - Time of activity

 

Duration - Duration of activity

 

Type - Type of activity. Use List Management to control available selections.

 

Show Until Marked Complete - When checked, the activity will appear in the Upcoming Events list until it is marked complete. Otherwise, it will no longer show in the list once the date has expired.

 

Contact - Contact associated with activity

 

Firm - Firm associated with activity

 

Project - Project associated with activity.

 

 

Step 3 - Click Save to commit these changes (including deletions).