1. Open the activities
The list shows each activity with its type, date, people and status; the agenda view groups them by day.
Filters separate pending from done, and each activity can relate to a client, a charge or a payment.
Activities and calendar
Contents
The institution's agenda: log calls, appointments and reminders, see them as a list or a calendar, and relate each activity to its client or its collection.
Activities
Calls, appointments, reminders and notes live in Actividades, in list or agenda view, each with its status and its related people.
2. Create an activity
In the Acciones menu choose Nuevo Evento CRM: type, date and time, people and relations.
Activities with a reminder notify by email before their time; repeating ones generate their whole series.
The calendar
The calendar shows the same activities by month, alongside the Hebrew calendar dates, and lets you create an activity right on a day.
1. See the whole month
The calendar paints each activity on its day, alongside the Hebrew dates and holidays.
Click a day to create an activity right there, or switch to the list view for detail.
Ready to run your collections like this?
Create your institution's account and start with your own data.
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