\\
**>> Go to: [[:en:podrecznik:modus:rozpoczecie_pracy|START THE WORK WITH MODUS SYSTEM]]** \\
**>> Go to: [[:en:podrecznik:crm:start|CRM MODULE]]** \\
**>> Go to: [[:en:podrecznik:start|GUIDEBOOK FOR THE USER]]**

====== Activities ======

The Modus program shows a history of incoming and outgoing contacts with a particular contractor together with a contact person.

**New activity can be added in few places:**
  * CRM/Lectern
  * CRM/Contractors/Activity tab
  * CRM/Activity

<note important>Already in the process of adding a new activity the system begins to automatically charge the working time spent on a given activity. You can edit this time.</note>

The window with a contact person opens. If there aren't any contact people, they can be added.

++++ Screen: Addition of the contact notes | {{:podrecznik:crm:dodawanie_aktywnosci.png}}++++

After choosing a person, the window with the contact notes appears.

++++ Screen: New contact note | {{:podrecznik:crm:nowa_aktywnosc.png}}++++

You may enter the following data:

  * Date and time - date and time of the contact note.
  * Type of contact - phone, e-mail, list, meeting, communicator.
  * User - a person, that contacted with a particular person (the program user by default).
  * It relates to the project - a choice from the project list, that was related to the contact note.
  * Costs - costs incurred during a realization of the contact note.
  * Direction- outgoing (from the company), incoming (from the contact person).
  * Description.


Since entered activity may result in the need to generate some documents for a given contractor, certain documents can be generated from the activity. Their issue you can use the functions available on the activity or function keys keyboard:
  * ZO (F3) - order from customer
  * ZD (F4) - order for supplier 
  * SPR (F5) - sale invoice
  * KP (F6) - generating cash document (will take)
  * KW (F7) - generating cash document (will give)
  * KAL (F9) - planning a new event that will be visible in your calendar
  * << (F8) - function provides information relating to the counterparty, for which the activity is entered
  * i - function located next to the counterparty opens his card, and function located next to the name of the contact person opens up a record of the contact person.

The contact note can be added, edited or deleted from the menu "Card indexes" - "CRM" - "Contact note". There, you can see the list of all the activities joined together.


**>> Return to: [[:en:podrecznik:crm:start|CRM MODULE]]**  \\ **>> Return to: [[:en:podrecznik:start|USER GUIDE]]**