Managing Activities

CCC 12-18-07 Import Review

To access activities, select the Customer Management>Activities option from the main menu, or use the Activities buttons on the Accounts, Contacts, or Business Block screens.

Activities are traces. The Activities feature helps keep track of upcoming appointments, sales calls, follow-up contacts, things to do, and so on. In addition, Activities remain in the OPERA database until they are manually deleted. Because of this, they can serve as an historical record of your communications and business interactions.

Use Activities to create reminders to send or follow-up on correspondence, make appointments, and establish project planning milestones for Account, Contact, and Business Block management. Surveys may also be attached to activities. Activities are the building blocks for the scheduling and calendar tools provided by OPERA.

Activities may be assigned to multiple owners by their originator. When you assign an Activity to multiple owners, each owner receives a separate copy of the Activity.

The main Activity-related tasks OPERA supports are the following.

Searching for an Existing Activity. Locate an Activity record. The Activity Search screen is the starting point to review the Activity, make changes to it (such as the due date), copy it as the basis for a new Activity, mark it as completed, and perform other related tasks.
Creating a New Activity. Add a new Activity. The Activity may be stand-alone or associated with a Contact, Business Block, or Account. The Activity may be assigned to one or more staff members.
Using the Scheduler. The Scheduler gives you a color-coded overview of Activities.
Integrating Activities with Microsoft Outlook®. Share Contact and Activities information between OPERA and Microsoft Outlook. In Outlook, Activities are stored as "tasks."
Integrating Activities with Novell Groupwise®. Share Contact and Activities information between OPERA and Novell Groupwise.
Using the Detailed Calendar. Visualize your Activities by the hour, by the day, or by the week.
Using Activities in a Multi-property environment to create and view Activities across properties.
Note: If an activity is associated with a business block that is later cancelled, the activity is automatically marked as Completed and a note is added to the activity indicating that the booking has been cancelled.