Do you need to record any event, task, or activity for any business partner? Do you need to record in Flexi any task that doesn't necessarily belong to a company? If you answered yes to at least one of these questions, you will certainly appreciate the Events and Activities feature.
You can access Events and Activities in two ways: from the record of the relevant business partner, or by using the web interface search. Simply type the name of the module and select it in the Open module menu.
When recording events, you can integrate with another application, such as any calendar. One example is the Integromat integration between events and Google Calendar.
Creating an Event from a Business Partner Record
If an event belongs to a business partner, the simplest option is to open the partner in the address book and add the event from there.
In the detail of the business partner, you will find the Events, Activities tab in the tab bar at the bottom. If you can't find it, you can easily display it using the form settings.
To create a new event, use the New button in the top right corner of the tab.
The new event form opens. Just as documents have their types, an event also has a type. The default activity types are "Event," "Note," "Task," and "Workflow task." However, this is a user-definable list, so you can create any event types you need.
Other fields you can fill in include:
Subject
Location
Start time
Free and All day (checkboxes)
Responsible employee
Company (in this case, it is filled in automatically based on the business partner)
Order
Description
Additional fields are available after you expand the More options section. You can also upload any attachment to an event, such as the outcome of a meeting with a client. Once the required fields are filled in, you can save the event using the Save and close button.
After saving, you will find the event under the tab mentioned above.
Creating a Standalone Event
The second option is to create an event independently. Use the search to open the Events and Activities module and create a new record there.
In the module, you will find all existing events. You can apply any filter here, for example by company, activity type, event status, or responsible person.
Simply create a new event using the New button in the top right corner of the application.
The difference compared to creating an event from a business partner record is that the company field doesn't have to be filled in. You can therefore use this approach, for example, to create an event that doesn't relate to any of your business partners.
Once you save the record, the event will be stored in the Events and Activities log.
Tips
When working with events and activities, we recommend using the event type or a consistently reused meeting subject. You will find them useful when filtering individual events.
Thanks to the API, the Events module can be linked with another application. One example is the integration with Google Calendar.