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Activities can be logged against accounts, contacts and leads. Activities can be created from within CRM or Analytics and can be set as part of a campaign.
See the View and edit activities page to learn about the activity types.
Add an activity
The process for adding an activity (business note, phone log, task or meeting) is the same for accounts, contacts and leads. The general steps are:
Open the account, contact or lead record and click the applicable activity button in the top right corner.
Enter the activity details and click Save.
Expand the sections below for more information and examples.
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Add a note to a contact
The note displays in the following locations:
Add a note from the Analytics grid
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Suppose a customer calls you to inquire about a promotional offer you contacted them about last month. The phone call came from Fred at 3.D. Joinery Inc. You want to record this call against their account.
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Suppose you have scheduled an account review with your customer, 3.D. Joinery, and now you want to set up this meeting.
CRM users can now view this meeting in three places:
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You can attach relevant information to activities, such as agendas, business documents, quotations, and so on. This information can be downloaded by anyone who has access to the activity. The maximum attachment size is 10MB.
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Add a personal appointment
Personal appointments can only be viewed by the person who created them (you). They are not connected to the rest of Phocas CRM, and only appear in your own view of the Activities and My Agenda screens.
Open either the Activities or My Agenda screens.
Click the New Personal Appointment button.
Enter a subject, status, location, start and end time (or select the All Day option), write a description and add a timestamp.
Click Save.
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Delete an activity
If you do not have delete permissions, the Delete button might not display or you might see a message at the top of the screen indicating you do not have permission to delete. Talk to your administrator about your permissions. Deleted items can be restored by administrators.
You can delete activities in two ways:
On the Activities screen > List view, select one or more activity rows and click Delete.
Image RemovedImage AddedIn any calendar view, click the activity to display a tooltip with information about the activity, then click the Delete button.
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On this page
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