Create a New Activity
To create a new activity:
- On the Codejig ERP Main menu, click CRM and then Activity.
A listing page of activities opens.
Note: Listing page is a table which contains the summary of the document entries (the created activity documents which are shown as rows of the table).
- On the listing page, click + Add new.
You are taken to a page for entering the activity details. Page consists only of the General area.
- Enter the required information, that includes the activity name, priority, status, type, additional description etc.
-
Click Save.
More information
Activity: General Area