The Activity List helps you stay on top of important tasks and reminders across your properties, landlords, tenants and applicants. You can customise which activities are displayed and how far in advance you want to be notified.
Configure the Activity List
- Open the Sales Dashboard or Lettings Dashboard and select the Activity List Settings icon.
- Choose which activity types you want to display by selecting or deselecting individual activities. You can also use Select All or Deselect All.
- Set the number of days' notice you want to receive for each activity.
- If required, create and apply templates to support different users or workflows.
- Select any date-based User Defined Fields (UDFs) you want to include in the Activity List.
- Click Save to apply your changes.
Use the Activity List
- Select an activity from the Activity List to view the records that require attention.
- Review the information displayed and, where required, use the available options to contact customers, log activity or open the related record.
- Use the action menu to perform tasks such as adding calls, logging calls, creating journal entries or opening the associated property, landlord or tenant record.
- Once the required action has been completed, update the relevant record. The item will be removed from the Activity List once it no longer meets the criteria for display.
Watch the Walkthrough
Good to Know
- Sales and Lettings Activity Lists work in the same way, although they display different types of information.
- Activity List items are generated from dates recorded against activities, records and compliance items within CRM.
- Different activity types use different date rules, so the same number of notification days may not be suitable for every activity.
- You can set notifications from 1 to 999 days depending on the activity.
- Date-based User Defined Fields (UDFs) can be added to the Activity List and managed in the same way as standard activities.
- The actions available from the menu will vary depending on the activity selected.
- Records are automatically removed from the Activity List when the underlying activity has been updated or completed.