Create a New Activity

To create a new activity:
  1. 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).
  1. 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.
  1. Enter the required information, that includes the activity name, priority, status, type, additional description etc.
  1. Click Save.


More information

Дії по залученню
Activity: General Area