Current RMS

Set reminders or to-dos for you or colleagues using activities.

What’s an activity?

See a list of all pending activities across your system.

The Activities main screen

Matthew James Finkel

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.

Activities and calendars

Create reminders, to-dos, or appointments where they’re most pertinent.

Where can you create activities?

Schedule activities for you and your team to set appointments or reminders.

🎞️ Create an activity

Create an activity

Make custom types of activity for your business.

Set up new activity types

Use custom fields in Current RMS to add any other fields you need on an activity screen.

Add additional fields to your activity screen

Customize activities

Put reminders and to-dos into your colleagues’ calendars.

Assign activities to other people

Mark an activity as completed to record the outcome and remove it from your Pending Activity lists.

Complete, follow up, or reschedule an activity

Work with activities

Find out the differences between the activities calendar, Resource Planner, and Job Planner.

What are the different types of calendar in Current RMS?

See all of your activities or activities for your colleagues on a daily, weekly, or monthly calendar.

View all activities on a calendar

Subscribe to activities in your own calendar.

Get an iCal feed for activities

Specify periods when your staff members, vehicles, or venues are unavailable by recording a period of unavailability.

Record a period of unavailability on the Resource Planner

Calendars

Choose what information you see in Activities.

Filter the view in your activities

Send people calendar entries so they can add it to their own calendars with ease.

Download calendar entries

See all of your activities at-a-glance on your Dashboard.

Activities on the Dashboard

Get a PDF of activities for a particular contact, user, organization, venue, or vehicle.