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 in this collection
Written by Matthew James Finkel

What’s an activity?

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

Written by Matthew James Finkel
Updated over a week ago

The Activities main screen

See a list of all pending activities across your system.

Written by Matthew James Finkel
Updated over a week ago

Create an activity

Where can you create activities?

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

Written by Matthew James Finkel
Updated over a week ago

🎞️ Create an activity

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

Written by Matthew James Finkel
Updated over a week ago

Customize activities

Set up new activity types

Make custom types of activity for your business.

Written by Matthew James Finkel
Updated over a week ago

Add additional fields to your activity screen

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

Written by Matthew James Finkel
Updated over a week ago

Work with activities

Assign activities to other people

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

Written by Matthew James Finkel
Updated over a week ago

Complete, follow up, or reschedule an activity

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

Written by Matthew James Finkel
Updated over a week ago

Calendars

What are the different types of calendar in Current RMS?

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

Written by Matthew James Finkel
Updated over a week ago

View all activities on a calendar

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

Written by Matthew James Finkel
Updated over a week ago

Get an iCal feed for activities

Subscribe to activities in your own calendar.

Written by Matthew James Finkel
Updated over a week ago

Record a period of unavailability on the Resource Planner

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

Written by Matthew James Finkel
Updated over a week ago

Other tasks

Filter the view in your activities

Choose what information you see in Activities.

Written by Matthew James Finkel
Updated over a week ago

Download calendar entries

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

Written by Matthew James Finkel
Updated over a week ago

Activities on the Dashboard

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

Written by Matthew James Finkel
Updated over a week ago

Print or download activity documents

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

Written by Matthew James Finkel
Updated over a week ago