Activities

The CRM system provides comprehensive management of individual activity types, including user-specific standard activities for individuals and organizations. It enables works council-compliant documentation, consent checks, topic assignment and individual comment fields. The maximum number of activities can be defined and templates support efficient planning and execution. A set of rules for overlapping appointments ensures efficiency, while a list of all activities with filter functions provides a precise overview. A calendar with daily, weekly and monthly views makes it easy to keep track. The visibility and usability of activity types can be controlled in a fine-grained manner via assignment in the organisational hierarchy or on a role-based basis.

The system supports activity planning by sending notifications and invitations by fax or e-mail. A list view and a visualized customer journey for person activities as well as an aggregated activity view for organizations are available for the overview of activities.