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Activities and calendars
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.
Matthew James Finkel avatar
By Matthew1 author16 articles
What’s an activity?
The Activities main screen

Create an activity


Where can you create activities?
🎞️ Create an activity

Customize activities


Set up new activity types
Add additional fields to your activity screen

Work with activities


Assign activities to other people
Complete, follow up, or reschedule an activity

Calendars


What are the different types of calendar in Current RMS?
View all activities on a calendar
Get an iCal feed for activities
Record a period of unavailability on the Resource Planner

Other tasks


Filter the view in your activities
Download calendar entries
Activities on the Dashboard
Print or download activity documents
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