Activities

Source: This article refers to Activities


In a Nutshell

The Activities Module is used to manage and create activities, such as meetings, notes, phone calls and other scheduled events.

Activities are generally associated with other module records, such as Service Calls, Sales Orders, etc.

The Activities module includes two tabs for viewing and managing Activities.

View Description
Calendar Shows activities by month. Days with an activity are include an indicator.
List This tab returns a list of all activity records.

A Closer Look

When an Activity record is selected, it will include the following information. Additionally, if a new Activity record is created, users will enter the following information:

Field Description
Code The Customer Code. If a user is operating Coresytems Field Service Management with an Enterprise Resource Planner (ERP) in the background, this information will come from the ERP.
Activity Dropdown. The type of activity.
Activity Subtype Dropdown. If applicable, the activity subtype.
Subject Text input. The subject of the activity (example: “meeting with customer”).
Status Dropdown. Options include: Open or Closed.
Object Dropdown. Depending on the selction, the application will prompt the user to select a record from the Business Partner, Service Call, Activity, Sales Order, or Quotation modules, and display the relevant information.
Customer The Customer name contained in the record selected from the Object dropdown.
Contact The customer contact.
Office Phone The customer office phone number.
Notes If applicable, any notes related to the activity.
Attachments If applicable, any attachments related to the activity, such as a photograph or a signature.
Responsible The employee responsible for completing the activity.
Start Date The activity start time.
End Date The activity end time.
Duration The total activity duration.
User-Defined Fields If applicable, any additional user-defined fields associated with the activity.
Attention: For iOS there is a configuration called Show conflicts where UDF values are null in Mobile app but not null in Cloud. By default the configuration is not active and will not allow visibility of all null data conflicts for UDFs (empty value of UDFs only on mobile side) that occur when syncing mobile app data to the Cloud, and direct Field Service mobile users to the conflict screen. By activating it, UDFs that have a null value on the Field Service mobile platform and not an empty value on Cloud will be displayed as conflicts.

How do I use it?

Available Actions

Users can complete the following actions for an Activity record:

Available Action Description
Edit By selecting, users can edit or update the Activity record.
Create Effort By selecting this option, users can input working time information associated with an Activity.
Create Expense By selecting this option, users can add an expense to the Activity record.
Create Material By selecting this option, users can add materials to the Activity.
Create Mileage By selecting this option, users can input travel and mileage information associated with the Activity record.
Create Checklist  By selecting this option, users can associate a checklist template with the activity.
Follow-up By selecting this option, users can create a follow-up activity.
Send as email Converts the Activity record into an email, with the record name and predicted end date being included in the subject line.
Export Will export activity record in iCalendar (*.ics) file format.
Close Activity By selecting this option, the Activty status will change to “Closed”.
Reports If there are reports associated with the Activity, the application will redirect to the relevant report.
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