Business Activity Management is an optional module that provides a centralized environment that encourages effective communication, teamwork and productive task management. Business Activities allow the tracking of any activity, issue, follow-up, event or project throughout an organization.
Below you will find videos, screen guides and specific articles. To view the complete archive of Business Activity articles, click here.
Setup & Configuration
- Setup and Maintain Business Activity Types
- Business Activity External Links
- Default Email Template for Business Activities
- Web Form Setup Guide
Screen Reference Guides
Using Business Activities
- Link a Customer or Job to a Business Activity
- Complete a Return Merchandise Authorization (RMA)
- Create a Business Activity from a Web Form
- Using the Business Activity Service Billing & Scheduling modules
- Use the Service Scheduling module
- Add Time to a Business Activity (Service Billing)
- Add Materials to a Business Activity (Service Billing)