Activities and tasks

Activities and contacts
Activity overview
“Activities” tab in forms
Status of an activity
Activity type
Classification of activities
Activities classified as requests
Tasks
Creating a task
Letter, fax and email
Emails as activities
Emails created or received in the groupware
Attaching emails to another email
Serial emails for marketing offensives
Creating a letter or a fax
Creating a serial letter
Note on sample correspondences for serial letters
Using MS-Word mail merge for letters
Using mail merge for labels
Creating a correspondence without a template
Importing a correspondence document (letter)
Reusing correspondence documents
Error check and address preview
Correspondence templates with placeholders
Customizing templates for serial correspondences
The CRM mailbox
Appointments
Creating and managing appointments
MS Teams meetings
Google Meet video chat
Post processing and distributing an appointment
Email and Appointment Connector for Groupware
Google G-Mail and Google eCalendar
Phone calls
Memos
Personal calendar
Team Calendar
Project calendar for teams
Integrating third-party calendars
Delegating and monitoring tasks
Follow-up activities
Activity series
Activities, cases and project folders
Activities and deleted contact relations
Tracing activities internally
Documents and attachments of activities
Form functions
Tips on using activities

JustRelate CRM Documentation
Activities and tasks
Delegating and monitoring tasks
Deleted activities

Deleted activities

If an activity is deleted and the Monitoring flag is set, the agent, the delegating internal person, or team is notified as well.

See also: Messages

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