Activities

Here you can add activities for the person.

There are function buttons you can use to add/remove activities and to show activities which have the status Finished.

Number

Each activity will be given a consecutive number. The first activity is always given number one (1).

Activity

Here you select an activity.

Name

Here you see the name of the selected activity. However, it is possible to change this name but the field cannot be left empty. We suggest you enter a name which is descriptive of what should be done.

Planned date

Here you select the date when the activity should start. Today's date is shown by default. The date will be displayed in red if it is in past time.

Responsible

You can set a user responsible for the activity. The logged in user is displayed by default.

Comment

Here you can enter a comment regarding the activity. This button opens a text editor you can use to write and format texts, insert images, signature, and hyper links, etc. When a comment/text exists, the symbol on the button will change from an empty speech bubble to a filled speech bubble .

Files

Here you can link external files to the activity. By clicking the Files button , it is possible to link different files related to a comment or an instruction for the record in question. When the setting Automatic printout is available for activation, you can choose to get the linked file automatically printed. Read more in the topic General features about how to link files, automatic printout, and where linked files can be automatically printed. If there are linked files, you will see this symbol on the button.

Status

Here you can see the status of the activity. There are three different status options: Not started (default), Started, and Finished. Finished activities are displayed in green text in the Activity field.

Reported date

Here you can manually select a date for when the activity was reported. This field will become automatically filled with today's date when the activity status is set to Finished.

Performed by

Here you can select the user who performed the activity. This field will automatically be filled in with the logged-in user when the activity status is set to Finished.

Reminder

The setting determines whether or not a reminder should be sent to the person responsible for the activity.

The purpose is to inform the user about the activity to perform. The message contains information about the activity in question, and when the activity should be performed. A hyperlink to the activity is also included in the message. The user in the conversation will automatically be set as the responsible user for the activity. If a reminder/message has already been sent, you see a small symbol of it next to the button.