All in one Schedule Activity Management

Set Schedule Management User.

If the user is a schedule manager, they can view and access the activity management module.

On clicking the button "Activities", a popup appears where we can create and schedule activities.

Created activities visible on the corresponding record.

Activity dashboard displays count of the total activities.

All activity list.While clicking on the dashboard all activity card it will redirect to all activity window.

Activity dashboard displays count of the planned activities.

While clicking on the dashboard planned activity card it will redirect to planned activity window.

Planned activity and their details.

Menu for All Activity

Menu for My Activity

Menu for Activity Tags

Menu for Activity Reporting

Menu for Activity History

Filter for Late activities

Filter for Today activities

Filter for Future activities

Filter for My activities

Filter for next 7 days, next 30 days, next 365 days, last 7 days, last 30 days and last 365 days.

We can cancel the activity.

From the settings enable Notify on due date , once the due date is reached, the customer will receive an email.

From the settings enable Notify on expiry, once the due date is expired, the customer will receive an email.