Activities include tasks, calendar events, and requested meetings. You can define and track activities for many different objects, including campaigns and accounts. From the home tab, you can view, create, and edit events and tasks. You can also sync your Outlook or Lotus Notes tasks and events with ADvendio so they display in the My Tasks and Calendar sections on the home page.
Using the My Tasks Section
Tasks allow you to track the specific actions you plan to perform or have performed, such as making phone calls or sending mail. In the My Tasks section on the home tab, you can create a new task. Under “Create a Task” you can view a list of tasks assigned to you and choose a time frame from the drop-down list to change which tasks display.
Using the Calendar Section
In the Calendar section on the home tab you can view a small calendar of the current month. There you have the possibility to create a new event and view a list of the events you have scheduled for the next seven days (Scheduled Meetings). Among the Requested Meetings subtab you can view meetings you have requested but not confirmed.
For group events, the detail page lists the users that have been invited and whether they have accepted or declined the event. You can clone a group event from the group event detail page. This lets you quickly create another group event with the same invitees. However, you can’t clone standard or recurring events.
ADvendio enable you to create recurring events. A recurring event is an event that repeats in a series, for example a weekly staff meeting that occurs every Monday at 11:00 AM.
In the single user calendar view, you can switch to the calendar of another user, a public calendar, or a resource calendar. You also have the possibility to change how others are allowed to view your calendar among “Share My Calendar” and use Multi-User Calendar Views to display the calendars of several users on the same page.
To change which activity list view displays you can select a view name from the drop-down list. ADvendio can display popup reminders for upcoming tasks and events. Reminders notify the activity assignee of an upcoming task or event. The reminder displays in a small browser popup window when the activity assignee is logged in to ADvendio. When a user logs in, any reminders that have not been dismissed and reminders scheduled to occur since the last time the user logged out are shown in the reminder window. When you create or edit an event or task, you have an option to set a reminder on it.
Using activity tracking to stay up to date with your clients
You can note all correspondence and events directly in your relevant Contact or Account. As a result everyone knows at every time the current status you’re in and is informed about activities in the past. This function is especially useful if several people work with the client or intern changes of competence occur.
| Event Fields | |
| Assigned To | Assigned owner of event. By default, the event is assigned to the creator |
| Subject | Entry describing subject of activity, for example, “Meeting” |
| Name | The name of the contact or lead associated with the event, for example, your client |
| Phone | The phone number of the contact or lead associated with the event |
| The e-mail address of the contact or lead associated with the event | |
| Related To | The record that the event is associated with such as an account, opportunity, or custom object |
| Location | Location of the event |
| Start | Planned start date and time of event. You can enter a date, or choose a date from the calendar that displays when you put your cursor in the field |
| End | Planned end date and time of event. You can enter a date or choose a date from the calendar that displays when you put your cursor in the field |
| All Day Event | Checkbox that specifies whether event lasts all day |
| Description | Text note describing the event |
| Task Fields | |
| Assigned To | Assigned owner of event. By default, the event is assigned to the creator |
| Subject | The subject or short description of the task, for example, “Email quote to customer” |
| Due Date | Date when the task should be completed. You can enter a date, or choose a date from the calendar that displays when you put your cursor in the field |
| Phone | The phone number of the contact or lead associated with the event |
| Priority | Urgency of the task, for example, Low, Medium, or High |
| Status | Current status of task, for example, Not Started or Completed |
| Name | Contact or lead associated with the task. You can enter the name of the person or use the lookup icon to select the name. |
| Related To | The record that the task is associated with such as an account or opportunity |
| The e-mail address of the contact or lead associated with the task. | |
| Comments | Text note describing the event |