Activities in EXO Business CRM
The Activities view in EXO Business CRM displays all Tasks and Appointments in the EXO Business system. Activities can be displayed in a simple list, or on a calendar interface.
Note: The Activities view is available as a separate window and as a Dashboard widget that can be added to the EXO Business CRM interface.
List View
Selecting the List View option displays all Tasks and Appointments in a simple list. Tasks are highlighted green; Appointments are not highlighted.
You can select a pre-defined view from the Views dropdown to filter the list.
Double-click on an activity to edit it.
Click the New button to create a new activity.
Right-clicking on an activity provides the following options:
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Postpone - applies to Tasks only. Delays the activity by a specified amount of time.
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Mark as completed - sets the activity's Status to "Completed".
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Selected Items > Export to Outlook - synchronise the specified activities with Microsoft Outlook.
Calendar View
Selecting the Calendar View option displays Tasks and Appointments in a calendar view similar to the Task Scheduler in the EXO Business core module.
Appointments appear on the calendar, while Tasks are listed in the section below.
Note: By default, only Appointments for the logged in user appear on the calendar - you can display other users by right-clicking on the calendar and selecting Resources layout editor.
Double-click on an activity to edit it.
The Calendar view offers several options for creating new activities:
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Click the New button.
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Double-click on a time slot on the calendar to create an activity at that time.
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Right-click on a time slot on the calendar to create an activity at that time. The right click menu also contains options to create an all-day activity or a recurring activity.
Setup Options
Select Setup Calendar from the Tools dropdown to configure options for the Calendar View:
You can specify the days and times worked in your organisation, and set up the time zone(s) that your organisation is in.