Activities & Documents Overview

Structure your Search

• First of all - it is best to spend the time up front, structuring your Activities Searches to display the information that is most useful to see from the get go.

  • Use the cog in the right corner, next to the search and filter buttons to easily move the columns around into a view that suits your individual preferences - this will be saved for next time you log into the CRM. Use the icon on the right of the 'Column Selection' box to move them from Visible to Not Visible. 

  • Sort by your chosen column (for example, click the 'Mobile' Column to sort numerically)

  • You can move the columns around manually also (not using the Column Selection section). Drag left or right to reorder

  • Resize the columns in this view by hovering over the right of the title until your cursor changes to the black resize cursor. 

Filter your Search

• Filter Search Options: Assigned To, Created By, Adviser, First Name, Activity Status, Last Name, Adviser Status, Activity Created Date, Activity Due Date, Activity Completed Date

• Column Selection Options: Assigned To, Adviser, Activity Type, Activity Name, Details, Created Date, Due Date, Completed Date, Cancelled Date, Activity Status

Add a New Activity

• There are four ways that you can add a new Activity;

1. Dashboard - Activities Widget

2. Taskbar - New Activity button

3. Taskbar - Activities

4. Activity Timeline within the Client File

Activity Fields

• Required Fields in Blue (Type, Name, Time, Duration & Adviser)

• Select 'Add new Activity' and enter information - assign this to yourself or a colleague and then assign this to a client also (to ensure that the note is saved against the client's file)

• Important Fields to Note

  1. Location: When a client is selected within an activity (or if the activity is created under the client's file), the client's noted Physical Address will auto-populate into the Location field, but it can be amended

  2. Duration: This auto-populates to 60 minutes, but it can be amended

  3. Appointment: Ticking this appointment will push an appointment through to your Calendar. You need to be subscribed to the assignees calendar and also signed into your own calendar for this to work. Please refer to 'Other Helpful CRM Tips' for further information

Amending or Closing off an Activity

• Complete, Cancel, Edit or Delete an Activity by clicking the three vertical dots at the end of the activity line

• • Completing an Activity: Once an Activity is completed, a note will save to the client's file under the Activity Timeline and this can still be searching using the Activity Status (selecting Completed)

  • Cancelling an Activity: You will be able to type notes as to why the Activity is being cancelled. Once an Activity is cancelled, a note will save to the client's file under Activity Timeline and this can still be searching using the Activity Status (selecting Cancelled)

  • Editing an Activity: You can select this option to bring up a pop-up with all Activity Details

  • Deleting an Activity: Once an Activity is completed, a note will save to the client's file under the Activity Timeline

Documents

• Refer to the Documents section in the taskbar for your company specific documentation.