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Manage Activity

PrismERP’s CRM activity option helps track daily employee activities with time span.

1) Add Activity​

In the activity module, users can record and save various activities such as meetings, conversations, and campaign-related issues.

To add a new activity:

  • Navigate to Add Activity
  • Fill in the required activity details:

Required Fields:​

  1. Activity Type: Select the type of activity.
  2. Subject: Provide the subject of the activity.
  3. Party Type: Choose the relevant party type.
  4. Contact Person: Select the contact person from the list.
  5. Issue Type: Select the issue type from the list.
  6. Activity Date: Specify the date of the activity.
  7. Start Time & End Time: Define the start and end times.
  8. Duration (Min): Enter the total duration in minutes.
  9. Next Activity: Select the next planned activity.
  10. Description: Provide details regarding the activity.
  11. Party Name: Select the party name from the list.
  12. Assign To, Issue, Status: Select the relevant details from the list.

2) Activity List​

The CRM Activity List Page provides a detailed view of recorded activities. It includes:

  • A search function to quickly find activities by filtering based on party name and other relevant parameters.
  • A complete list of all recorded activities, allowing easy tracking and management.

This module ensures efficient logging and monitoring of all employee activities within the organization.