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If you frequently work with activities or deadlines, it is useful to quickly get an overview of your active activities. Therefore, it is possible to display a list of your activities on your screen. This can be convenient on the start page, but the list also remains active when working in different modules. In this guide, you will learn how to configure this functionality.
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If there are many activities under your name, it is important to keep your schedule organized. With the 'Calendar Settings' functionality in the activities calendar, you can customize the presentation of all your agenda items in MKG to your liking. This guide explains what each part of the calendar settings entails.
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When you have a busy schedule, you don't want to lose track. It can be helpful to display all your activities in a calendar, allowing you to see at a glance what is planned for each day. In this article, you will learn how to adjust the view in the Activities module to a calendar overview and how to directly move or delete activities in this view.
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In the Activities module, you have many different options. You can create new activities, but you can also edit, copy, delete, and more with existing activities. In this guide, you will learn more about the different buttons that this module offers.
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Activities are useful tools in the MKG software that allow you to record agenda items and tasks. However, it is not standard for all users to be able to use activities. This guide explains how to determine who has access to activities and how to create activity types that serve as the basis for your activities.
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The term 'activity' is used in MKG for tasks and agenda items that are linked to users. These activities can be linked to various processes and master data, such as contacts and articles. You can work with activities via the 'Activities' module or the 'Activities' tab that is located in different modules.
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You can set up the internal and external complaints registration in the Notifications module. By creating a report based on the correct report type, questions arise that need to be answered and - if desired - tasks that need to be followed up. In this article we discuss the standard notification type 'External 8D report (8000)'.
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Customer Relationship Management goes beyond managing your relation data. With MKG you can easily get more out of your data. For example, create tasks for yourself or for colleagues. And CRM is not only available at your workplace, via the MKG App you have access to your relation data anytime, anywhere. Would you like to see what options MKG offers for your CRM? Watch the MKG Webinar 'Discover the Versatility of CRM within MKG' here.
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The Activity Management module supports tasks and agenda items (appointments) that need to be performed by a user.
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Within the software, the term 'activity' is used for both a task and an agenda item. Activities can be linked to various processes and master data (such as relationships or articles).
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In this process table, two options affect the Activities Management module: 'Can manage all activities' and 'Active within activities'.