Activites Overview

Overview of different Activities

Configure Activities

You can view and  configure activities  from within your admin settings  page.

  • You can find Activities section, similar to screen found below in admin settings.
  • You can configure activity forms, that needs to be filled when an activity is finished, suppose you are going to create a field visit, before creating a task, you need to create respective form so that, user gets it to fill when he records a field visit, in similar way you can create form for, Calls, Meetings.
  • You can also add a field visit, call and meeting directly from here.

  • Suppose, you would want to add a call ,you can click on Call card and then you will be directed to calls configuration page.