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CRM Customers

Open Activities

Open Activities will list all open activities for the selected customer, and can be actioned directly from here.

Ribbon Access: Webpage >   http://[servername]:[portno]/BPOCRM/User.aspx

Open Activities

  1. The Today tab will be selected by default displaying customer activities due on that day.
  2. If you cannot find the information you are looking for within this tab, click on the Recent tab.
  3. Hover over an activity linked to the customer you wish to view open activities for.

  1. Action icons will be displayed to the right of the customer activity you are hovering over.

  1. Click on the View Customer icon.

  • The Customer Dashboard will be displayed.

  • Click on the Open Activities icon.

  • All open activities for the selected customer will be displayed.

Sorting Data

  • Click on the Schedule Data column header.

  1. A Sort button will be revealed, pointing upwards and
  2. all open activities will be sorted in ascending order - earliest date first.

  • To sort in descending order, click on the Schedule Data column header.

  1. The Sort button will now be pointing downwards and
  2. all open activities will be sorted in descending order - latest date first.

Filter Open Activities by Schedule Date

You can filter the list of all open activities by schedule date.

  1. On the Schedule Date section,
  2. click on the down arrow.

  1. A menu will be displayed.
  2. You can either filter by Date Range or
  3. Timeline.

Filter By Date Range

  1. Hover over the From field, a down arrow will be displayed.
  1. Click on the down arrow.

  1. A calender will be displayed.
  2. Select the relevant date.

  1. The From field will be populated with the selected date.
  2. Hover over the To field, a down arrow will be displayed.
  3. Click on the down arrow.

  1. A calender will be displayed.
  2. Select the relevant date.

  1. The To field will be populated with the selected date.
  2. Click on Ok.

  • Only open activities that fall within the selected date range will be displayed.

Filter By Timeline

  1. Click on the checkbox of the relevant timeline.
  2. Click on Ok.

  • Only open activities that fall within the selected timeline will be displayed.

Action Items

  • Hover over an open activity.

  • The following action items will be displayed:
    • Reschedule this Activity
    • View / Edit Activity
    • Close this Case
    • View Case Info and History
    • View Customer
    • Next Action (close current activity and create new activity)
    • Create new Quote

View more details of an open activity

  • Click on an open activity you wish to view more details for.

  • More details of the selected open activity will be displayed.