Activity

PrismERP Activity feature enables efficient management of all business-related activities, including calls, meetings, follow-ups, and tasks. Users can create, assign, and track activities, link them to clients, organizations, or branches, and add detailed notes for proper follow-up. The module also allows searching, filtering, and updating activities in a centralized list, as well as adding multiple activities at once to streamline workflow and ensure no task is missed.

1. New Activity

Activity Information:

Field	Action
Activity Type	Select the type of activity
Branch	Select the branch where the activity is being recorded.
Subject	Enter a short subject or title for the activity.
Issue Type	Select the related issue type
Issue	Specify the issue or reference linked to the activity.
Party Name	Select the customer, organization, or party related to the activity.
Contact Person	Select or enter the contact person for this activity.
Assigned To	Select the user responsible for performing the activity.
Activity Date	Select the date when the activity is planned or occurred.
Status	Select the current activity status.
Start Time	Enter the start time of the activity.
End Time	Enter the end time of the activity.
Next Activity	Select or define the next follow-up activity, if required.
Description	Enter additional notes or details about the activity, if required.

2. List of Activity

2.1 Search,Filter & Actions

Field	Action
Activity No.	Search activities using the unique activity number.
Activity Type	Filter activities by type.
Subject	Search activities by subject or title.
Issue Type	Filter activities based on the related issue type.
Issue	Search activities linked to a specific issue or reference.
Status	View and update the current activity status.
Branch	Filter activities by branch.
Party	Search activities by related parties.
Assign To	Filter activities assigned to a specific user.
Created By	Search activities created by a specific user.
Start Date	Select a start date to view activities from a specific date.
End Date	Select an end date to view activities up to a specific date.
Edit	Edit and update activity information directly from the list view.

2.2 View Details & Actions

Field	Action
Basic Information	View all key activity details such as Activity Type, Subject, Party, Contact Person, Issue Type, Issue, Location, Date, Time etc. Edit any field as needed.
Update Assignee	Reassign the activity to another user.
Attendee Employee	View and manage internal employee attendees and their information.
Attendee Client	View and manage client or external attendees and their information.
Similar Activity	View activities similar to this one for reference or follow-up.

3. Add Bulk Activity

Field	Action
Branch	Select the branch where the activity is to be recorded.
Activity Type	Choose the type of activity.
Subject	Enter the subject or title of the activity.
Issue Type	Specify the type of issue if applicable.
Issue	Enter the details of the issue related to the activity.
Party Name	Select or enter the organization or client associated with the activity.
Contact Person	Specify the person to contact within the organization.
Phone Type	Select the type of phone used.
Phone Number	Enter the contact number for the activity.
Call Type	Specify the call type if applicable.
Assigned To	Assign the activity to an employee or team member.
Location	Enter the location where the activity will take place.
SMS Type	Select the type of SMS if notifications are sent.
Activity Date	Select the date of the activity.
Status	Choose the current status.
Start Time	Enter the start time of the activity.
End Time	Enter the end time of the activity.
Duration (Min.)	Automatically calculated or manually entered duration in minutes.
Next Activity Type	Select the type of next activity to follow up.
Description	Enter additional notes or details about the activity.
Employee / Client	Add associated employees or clients. Use Add Employee or Add Client buttons.