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eContrack Connector uses "Activity"
as a means of recording what has been done, or what needs
to be done. Activity records can be added against companies,
contacts or sales opportunities. Each activity record is allocated
to a person (a member of staff), is due for action at a specific
date/time and has a user defined type (e.g. meeting, phone
call, complaint).
Activity Templates can be used to automatically generate strings
of pre-defined activity records for regularly repeated tasks
involving several discrete activities and the system supports
the automatic generation of recurring activity records as
required.
Staff members call up their outstanding or future activity,
"Action List", on the screen or as a printed report. An activity
remains on an action list until it is flagged as actioned..
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