TT – Activity Configuration in OpenCRM

One of the key components of any CRM system is having the ability to keep a record of your Calls, Meetings, Tasks and Notes with your customers and prospects. As this is so central to the system, it makes sense to have plenty of configuration options to streamline this to meet your needs.

This video highlights a couple of really useful shortcuts to customising Activities in OpenCRM.

  1. Expanded history: show the full description of each Activity in your subtabs, saving you having to click into each of them to view this information
  2. Add emails to history: show all Emails within the History subtab, giving you a single place to view all discussions with an individual
  3. Mandatory duration: not every business needs to record the exact duration of every customer interaction, others will see this as vital. Which is why you are able to decide whether or not this field is mandatory.

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Video Transcript:

Hi, for today’s Tuesday Tip video I’m going to show you a couple of settings you can use to streamline your use of activities.

I’m going to start by showing you a setting you can enable to “show expanded history”.

This enables you to see the full activity description on the pending and history subtabs without you needing to click into the activity itself.

The next setting i’m going to show is another way that you can show more information in the history sub tab.

Under the list settings if I tick the option to list contact emails under the history tab on contacts and save, you’ll see how the history tab on this contact goes from looking like this – with four historic activities – to this – with the four activities plus the two emails.

The third and final setting is to do with time management.

If you need to accurately track time spent on activities, it makes sense to have the duration field on activities set to be mandatory.

As you can see this prevents you from saving the activity if you haven’t filled in the duration.

But for some of you, that activity duration is less important to track.

In that case, in screen designer if you untick the mandatory option for duration, your activities will default to a duration of five minutes, so you can save them without filling this in.

Of course, you can overwrite that duration if you want to.

So there you have it – three settings to help you configure the system your way.

Thank you for watching.

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