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List view activities

Aktivitätenansicht in einer Adresse

Customize the view

You can open the view settings pop-up via the wrench at the top left. Here you have the option of hiding future activities (dates) or selecting an alternative layout for the activities.
You can also limit the entries displayed to specific type of action and kind of action. You can narrow these down further using “Filter characteristics”.

Ansichtenbearbeitung in Aktivitäten

Notice:

Please note that this selection will be saved and used in the future when displaying the activity entries. Each user can define this setting for himself.

Filtering the types of action and kinds of action

In the lower part of the pop-up window, you can select which type of action/kind of action should be displayed in the list view of the activities.

Check the types of action / kinds of action that should be displayed.

Filtering the features

You can assign characteristics to the individual activities that you define yourself in the administration . The system also assigns its own action characteristics for certain entries.
You can filter the view according to these characteristics/action characteristics. Once you have activated the “Filter features” checkbox in the options, simply click on the editing pencil next to the action dropdown to obtain a list of the existing features/action features.

FFiltern der einzelnen Merkmale in Aktivitäten

In this selection list, you can select individual features which are then displayed in the results list. You can use “No features” to display the entries that have no feature or no action feature.

Activities of secondary contacts

You can use the Show activities of secondary contacts checkbox to display all activities of the respective secondary contacts of the selected address.

Call legend

The legend function  can be used to call up a summary of the entries, just like in the real estate agent’s log. The activities entries are listed here in an external pop-up window, divided into categories. It is possible to assign costs for the individual entries. These costs can be defined for certain types of action in the administration , or they can be recorded directly for the individual entries.

Browse through the activities

Use the arrows at the top left above the list of activity entries to scroll through the activities in the address data record. The double arrows on the left and right take you to the beginning and end of the activity list, the single arrow scrolls one page forwards or backwards.

Quick view

To quickly access the underlying emails, appointments, tasks or Word attachments, click on the individual icons in the Typecolumn. You will receive detailed information on the selected activity. For example, you can use the various email icons to call up the emails you have sent or received, or open the tasks for the individual activities.

Data record rights on the activity list

You can also assign rights for individual groups and users in onOffice enterprise. To do this, use the ‘Record rights’ action from the Actions bar of the list of agent’s log entries under Other actions >> Record rights. Here you can set who is allowed to read, write and delete entries of the respective agent’s log. Only users with the appropriate rights can view the entire activity. If this right is missing, only the action type and action type are issued.

Addresses