Activity

The Activity module in PrismERP allows users to record and manage business activities such as calls, meetings, follow-ups, and tasks. Users can assign activities, link them to organizations or customers, track their status, add meeting information, and manage multiple activities at once.

Add New Activity

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 the 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 applicable.

Activity List

After adding an activity, users can find it in the Activity List by searching or filtering by activity number, type, subject, issue, status, branch, party, assigned user, creator, or date range. They can also update the activity status and edit activity information directly from the list.

Activity Details View

When users click on the activity subject, they can view and edit the activity details, including the activity type, party, contact person, issue, location, date, and time. They can also reassign the activity to another user when needed.

From the details section, users can add meeting information for the activity by filling in the required fields.

Add Meeting Information

Field	Action
Title/Subject	Enter the meeting title or subject.
Meeting Type	Select the meeting type, such as Pre Sales.
Template	Select a meeting template, if applicable.
Initiated By	Select the person who initiated the meeting.
Meeting URL	Enter the online meeting link, if applicable.
Attendee Name	Select or enter the attendee’s name.
Type	Specify whether the attendee belongs to the organization or is a customer.
Designation	Enter the attendee’s designation.
Dept.	Enter the attendee’s department.
Email	Enter the attendee’s email address.
Phone	Enter the attendee’s phone number.
Agenda Group	Select or enter the group for the agenda item.
Agenda Title	Enter the discussion topic or agenda item.
Responsible	Assign a person responsible for the agenda item.
Start	Set the start time for the agenda item.
End	Set the end time for the agenda item.
Objective Title	Enter the meeting objective or expected outcome.

Add Bulk Activity

The Add Bulk Activity feature allows users to record multiple activities in one process. Users can enter activity details, assign activities to employees, specify contact information, and associate employees or clients with the activities.

Field	Action
Branch	Select the branch where the activities are to be recorded.
Activity Type	Select the type of activity.
Subject	Enter the subject or title of the activity.
Issue Type	Select 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	Select the current activity status.
Start Time	Enter the start time of the activity.
End Time	Enter the end time of the activity.
Duration (Min.)	Enter the activity duration in minutes, or use the automatically calculated duration if available.
Next Activity Type	Select the type of activity required for follow-up.
Description	Enter additional notes or details about the activity.
Employee / Client	Add associated employees or clients using the Add Employee or Add Client buttons.