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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.
By Matthew
1 author
16 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