New activities from the Entry Portal

Using the button New, you can quickly create new activities directly from the Entry Portal. The activity will be created in a modal dialog.

Note when saving:

• Save = activity is saved, closed, and listed in the Entry Portal (record is not open).
• Save and open = Activity is saved and opens in the background in the browser for further processing.

You can then create follow-up activities as needed from the context menu of the selected activity or in the detail form (three vertical dots next to the subject).

Using the calen­dar icon to the right of the icon bar, you can access your personal calendar and the team calendar from within the Entry Portal, where you can toggle between the Entry Portal and the active window.

The calendars can also be opened via the Sales/Start/... calendar menu, and you can also open your personal calendar from an appointment.

The team calendar primarily displays appointments and phone calls of internal employees who have released their calendar for colleagues.