Browse by Solutions
Browse by Solutions
Updated on December 19, 2020 12:57AM by Admin
The common activities found in all objects such as projects, customers, etc like 360-degree view, call log, a news feed, calendar, follow-ups, tasks, email, notes, and documents are linked to pretty much every app. Each of these is an individual app (Appointment is a part of the Calendar App). All these common activities will be displayed on the home page dashboard too.
Let's take the Opportunity App for example. When you open up an Opportunity, you can see all the pertained information about the created opportunity in the overview tab. Then there are nine other tabs, as highlighted.
You can have a complete view of your associated apps from this tab. For instance: if your contact has associated with the projects, customer, opportunity, work order, order, estimate, etc. All the associated apps will be listed in the drop-down and you can easily view your wished associated object in detail.
All the employee activities will be fed in this tab as like the home page news feed. You can also have a quick view of employee activities using the filter field.
Create the appointment related to that particular app and you can have the custom view of your appointment activities either in the calendar or list view.
Create the call log related to the app and you can have the custom view of your call logs activity either in calendar or list view.
All your scheduled follow-ups will be displayed in the calendar. Once you mark the follow up as completed, you cannot view the completed follow-ups.
You have the ability to create the tasks and assign them to the employee/team and relate. All the created tasks will be listed; you can opt to view all tasks or your tasks.
All the emails which are associated with specific objects are displayed. For instance: if the opportunity is created and email to the customer, this outgoing mail will be fed in the email tab of the Opportunities App. The incoming emails are from two different domains like Google and yahoo.
Notes work exactly the same across all applications, and will always be present in a similar “tabbed” layout. Clicking the notes tab will reveal a listing of all previous notes, a search field, and a button to add a new set of notes.
Documents work exactly the same across all applications, and will always be present in a similar “tabbed” layout. Clicking the Documents tab will reveal a listing of all previous documents, who uploaded them, and when they were uploaded.
Together, these common Apps provides the ability to:
- Custom view of associated objects individually and the activities in the calendar.
- Capture tasks, follow-ups, and meetings.
- Capture meeting notes, and add notes.
- Add documents of interest with Google integration.
- Collaborate on attached documents, including emails.
- Provide a log of key changes to the object.