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

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

++++ Screen: Addition of the contact notes | ++++

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

++++ Screen: New contact note | ++++

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.

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