Activities and Calendars
Set reminders or to-dos for you or colleagues using activities, then use activities to see a full history of interaction with a customer or colleague.
16 articles
What’s an activity?Set reminders or to-dos for you or colleagues using activities.
The Activities main screenSee a list of all pending activities across your system.
What are the different types of calendar in Current RMS?Find out the differences between the activities calendar, Resource Planner, and Job Planner.
View all activities on a calendarSee all of your activities or activities for your colleagues on a daily, weekly, or monthly calendar.
Get an iCal feed for activitiesSubscribe to activities in your own calendar.
Record a period of unavailability on the Resource PlannerSpecify periods when your staff members, vehicles, or venues are unavailable by recording a period of unavailability.
Filter the view in your activitiesChoose what information you see in Activities.
Download calendar entriesSend people calendar entries so they can add it to their own calendars with ease.
Activities on the DashboardSee all of your activities at-a-glance on your Dashboard.
Print or download activity documentsGet a PDF of activities for a particular contact, user, organization, venue, or vehicle.