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.
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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.


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