View and create activities

Throughout Inform ERP, you can attach activities to track and assign tasks associated with a Customer, Job, Vendor, etc. When you attach an activity, Inform ERP adds that activity to your Dashboard Calendar. Wherever you see a tab for Activities, you can work with them as follows:

Where can I attach activities?

• Calendar
• Container
• Customer Master
• Customer: Contacts
• Container Management
• Invoice
• Job
• Purchase Order
• Sales Order
• Vendor Master
• Vendor: Contacts

Add an activity

1. Go to the record's properties, for example, File > Customer > Job, and then click the Activities tab.

   Tip: If you are adding an activity to the calendar, double-click the day on which you want to add it, and skip to step 4.

   

2. Choose the record (job, customer, vendor, etc) to which you want to add an activity, and then click Edit.
3. Click the Add Activity button.
4. On the New Activity page that appears, specify as much information as you know, including the activity Type, Subject, dates and times.

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5. Click Save. Inform ERP adds the activity to the Dashboard as well as the task list of the record.

Edit an activity

1. Open the Activities page as described above.
2. Double-click the Activity you want to edit.

   

3. Edit the activity as desired. To close an activity that has been performed, select the Completed check box.
4. Click Save.

Delete an activity

1. Edit the activity as described above, and then click the Delete button.
2. On the confirmation message that appears, click OK.

Export a list of activities

1. On any Activities page, right-click anywhere on the page, point to Export to, and then click either Excel or PDF.
2. On the Save As pop-up that appears, choose the folder and the file name where you want to save the exported list, and then click Save.