Activities / minutes allow the users to keep records on their activities concerning a certain item. It can be meeting minutes, a record of a phone call, a record of a repair of property or maintenance. Users can also attach related documents, formulate the conclusions and create tasks directly from the activities / minutes form. This is a simple yet efficient tool to keep track of what is going on in your company.
How to activate activities / minutes tab in a datasheet?
In order to make the tab appear in a datasheet, it is necessary to activate the corresponding plugin.
Step 1. Open the datasheet where you would like to keep records on activities concerning individual items or to keep minues, then hover your mouse to the right of the datasheet title. When the pen icon appears, go ahead and click on it. This will open the menu for editing the present datasheet.
Step 2. Go to the option "more settings"
Step 3. Go to "Manage Plugins"
Step 4. Select "Activities" from the drop-down list
Step 5. Define the fileds to keep record of any activity / minutes. The first 6 fields cannot be modified. There are several customizable fields that are desactivated by default.
Step 5. Scroll down and save
How to edit activities form?
You can edit your activities plugin settings at any time. Follow the steps for activating the activity plugin described above up to the step 3. Your step 4 is to click the pen icon for editing.