7. Activities

7.1 Navigating to Activities

To access the Activities section:

1. Home Page: Start from the GeneSys home page.

2. Sidebar Menu: Locate the sidebar menu on the left-hand side.

3. Activities Menu Item: Click on the Activities menu item to expand a dropdown menu.

4. View or Create Activity: Select View Activities or Create Activity as per the requirement.

7.2 Viewing all Activities

On the View Activities page, activities are displayed in a table format, providing a comprehensive overview of all existing activities.

7.3 Create Activity Form

The Create Activity form allows users to add a new activity into the system. Below are the field descriptions along with their expected input values.

Below are the field descriptions and their expected inputs and functionality.

7.4 Managing Activities

The GeneSys CRM provides comprehensive functionalities to manage Accounts effectively. The Account function allows users to add new business accounts to the CRM system.

Creating an Activity

To add a new activity:

1. Navigate to Activities: Click the Activities button to expand a dropdown list.

2. Create Activity: Click the Create Activity button.

3. Fill in Details: Complete the fields in the form.

4. Save: Click Save to add the new activity to the system.

Viewing an Activity

To view details of an existing activity:

1. Navigate to View Activities: Access the View Activities page.

2. Activity Table: Activities are displayed in a table format with relevant details.

3. View Icon: Click the View icon in the Actions column corresponding to the desired activity to see detailed information.

Updating an Activity

To modify an existing activity:

1. Navigate to View Activities: Access the View Activities page.

2. Edit Icon: Locate the activity to be updated and click the Edit icon.

3. Modify Details: Make the necessary changes in the form.

4. Save: Click Save to apply the updates.

Deleting an Activity

To remove an activity from the system:

1. Navigate to View Activities: Access the View Activities page.

2. Delete Icon: Locate the activity to be deleted and click the Delete icon.

3. Confirm Deletion: Confirm the deletion when prompted to remove the activity.