• You can create Activities in CRM to record Service activities.
  • Use Notes to jot down points of discussion during customer meetings.
  • Add Bookmarks or attach Files such as contracts or data sheets.

Activities

Activities are actions such as emails, phone calls, meetings or appointments. Using activities helps you and your organization understand all the communication your organization has had with each account or lead. Activities should be used by every user that has external relationships and communications.

To create an activity against an SR:

  1. Click on the Create button on the View SR -> Activities tab.
  2. A pop-up will be displayed, to select the type of activity – Task, Appointment, Email or Phone Call.
  3. On selecting the activity type, a new form will be opened for creating a new activity of the selected type. The Party and the Activity Primary Contact will be pre-populated based on the Party to which the SR is associated. The Owner field will be populated with the name of the user creating the Activity.
  4. Fill up the mandatory fields and click Save.
  5. An Activity tagged to the SR is created.

Notes

Use Notes to jot down points of discussion during customer meetings.

  1. Click on the ‘Create Note’ button on the View SR -> Notes tab.
  2. In the popup displayed, enter a Note Title and Description. There is an additional option to mark a note as important. Once done, click Save.
  3. A new note attached to the SR is created.

Bookmarks and Files

Bookmark URLs or attach Files such as contracts or data sheets.

Bookmark URL:

  1. To bookmark a URL, click on the ‘Bookmark URL’ button on the View SR -> Bookmarks and Files tab.
  2. A popup will be displayed, where the URL can be entered. Optionally, a Classification (document type) and Description can also be entered.
  3. Click Save.
  4. The URL is saved and displayed on the grid.

Attach Files:

  1. To attach a file, click on the ‘Bookmark URL’ button on the View SR -> Bookmarks and Files tab.
  2. A popup will be displayed, with a file uploader where a file can be attached. Optionally, a Classification (document type) and Description can also be entered.
  3. Click Save.
  4. The attachment is uploaded, and the attachment name is displayed on the grid. The attachment name is hyperlinked and clicking will download the file.

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