Set Business Activity Email Template Default

As of Acctivate 10.1, an enhancement exists which allows users to set a default e-mail template to be used on Business Activities. Once email templates have been set up (see the Email Templates help article), the default template can be defined

Posted in Business Activity, Configuration

Send Message upon Change of Business Activity Status

For our customers utilizing the Business Activity module, you have the option of sending a message (email) to the user assigned to the activity when the status changes. This occurs only when the user has an address setup in the

Posted in Business Activity, Configuration, Email

Creating a new customer from an “Other Contact” from a Business Activity

Using a business Activity, you have the ability to create new customers based on just their contact information. This will allow you to create new customers faster without having to actually bring up the customer window clicking “NEW” etc. To

Posted in Business Activity, Customer

Video: Business Activity Use

The information printed below replaces the handout mentioned in video. One stop shop for any activity in your business that you would like to record, track, share among a team, assign primary responsibility for completion and maintain a history for future reference. There

Posted in Add-On Modules, Business Activity, Video

Video: Business Activity Setup

The information printed below replaces the handout mentioned in video. Business Activity Type section is used to define all processes you will be tracking. The setup of the code lists below will populate the drop down lists used in each activity.

Posted in Add-On Modules, Business Activity, Configuration, Video

Business Activity Review

The Business Activity Review tool is very useful if you have the Acctivate Business Activities module. In order to open it you can either: Click Activities > Business Activity Review from the menu in Acctivate or click the Review button

Posted in Business Activity

Business Activity Types

Business Activity Type The power of Business Activity can be truly seen when it is customized and configured for your business. You can set your own activity types and track each item specific to your business. Frequently used activity item

Posted in Business Activity, Configuration

Business Activity Window

The Business Activity window provides users with the ability to be proactive in the management and functionality of business activities. It is designed to keep track of special information related to customers, products, sales orders, purchase orders and vendors in

Posted in Business Activity, Configuration, Email

Business Activity External Links

Business Activity External Links Custom Related Items links can be added to a Business Activity. These Related Items links will allow you to link to a website or a  computer file path. In a Business Activity, the Related Items section is in the Discussion

Posted in Business Activity, Configuration

Business Activity Web Form Installation Guide

Overview Download Acctivate Business Activity Sample Web Forms Manage web form submissions easily in Acctivate Everyday more and more businesses receive emails or other contacts from their websites, such as new customer contact, support requests, sales requests, comments and suggestions. Most

Posted in Business Activity, Email, Installation
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