Overview
Activities are an appointment system. While listed under Marketing, they can be used by anyone in the system (with permissions). Activities can be entered directly into the calendar or when recording notes.
The main navigation for activities is a calendar. The type of calendar (Today, Day, Work Week, Week, or Monthly) can be toggled from the toolbar (Fig.1).
(Fig.1)
A user can view not only his own activities, but those for other employees as well. On the left of the screen are check boxes to determine which activities to view—all activities or those of certain users. A different calendar for each selected owner will appear when Group by Owner is selected (Fig.2).
(Fig.2)