Create activities from a customer record

Create activities from a customer record

It is possible to create activities since thecustomer profile:

Click New Activity and then click the type of activity.

It is then necessary to complete the activity information:time, and thebenefits, and thecosts, and thedisbursements.

You will have to choose a folder on which to associate this activity.

I'll be back

These activities will appear in the file chosen during the creation of the activity but also on the client's file.They may be charged.