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Features in scope
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In this module you will find a history of all activities that have been initiated or carried out for your customers, suppliers, or employees.
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In this module you can access all documents that have been generated for your customers, suppliers, or employees. You can directly display them in Xentral or in PDF view.
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In this module you can start new activities to or for your customers, suppliers, and employees, such as creating an email, recording a remark as note, creating a follow-up, creating an appointment, etc.
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You can filter the history for specific activities.
Features out of scope
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This module does not represent a superordinate CRM function; that is, the CRM functions always relate to one customer, supplier, or employee only. There is no overarching functionality.
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This module does not display your Service & Support module tickets. You can find these in Service.
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You do not have a general overview over all contacts and activities in this module.
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You do not have the option to display key figures (apart from the total amount of activities as badge in the tab) and this module does not offer any analysis functions for the activities (amount of interactions, last contact, etc.), neither for single contacts nor for all contacts.
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This module does not include any reference to the turnover, items purchased or sold, etc.
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You cannot use this module for sales management, because you do not have a central view of all agents and the activities.
Typical use cases
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You can use this module in your purchase department, sales department, and the service department to get a quick overview of the history for a certain customer, supplier, and employee and start a new activity.
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You can filter and search the activity history of a customer, supplier or employee. You can also use this module to research and directly display documents for a customer, supplier or employee.