List

User Guide › Activity › List

Overview

Use the Activities area to open an Activities record form and record activity information for day-to-day business work. Activities can be used by personnel who manage sales, projects, purchasing, warehouse operations, or finance-related work. Complete the required information and save the record when the activity details are ready.

Before you start

You must have access to Activities and the authority to save activity records.

Steps

1. On the application navigation bar, select Activities.

2. Complete the activity information shown on the Activities record form. The form contains one mandatory field; complete the required field before saving.

3. Select Save to save the activity record and continue working in the form.

4. Alternatively, select Save and Close to save the activity record and close the form.

Note: If you attempt to leave the form with unsaved changes, the application displays a warning first.

Warning: Complete the mandatory field before saving the activity record.

Troubleshooting

• The activity record cannot be saved → A mandatory field has not been completed → Complete the required field shown on the form, then select Save.
• A warning appears when leaving the form → The form contains unsaved changes → Select Save or Save and Close before leaving the form.
• The Activities option is unavailable → You do not have access to the Activities area → Obtain the required access before attempting to create or update an activity record.

Result

The activity record is saved, either with the form remaining open or with the form closed.

Related pages

• Activity — Overview
• Getting Started with Activity
• Activity — Learning Path
• Activities
• Activities