You can schedule activities from the Dashboard, calendar views or the Upcoming section on a specific contact. Activities can be linked to one or more contacts and Vipor automatically generates a log entry when an activity is completed.
Activities can be scheduled as private or public. By default, activities are scheduled as private. However, when you schedule an activity within a Shared Orbit it is public and is shared with your collaborators.
- From the Dashboard tap the + at the top of the activities column.
- From the Calendar Views tap the Calendar icon and tap + at the top of the activities column.
- From a Contact click the + to the right of Upcoming in the section header.
Scheduling an Activity
In the new activity window select the activity type: Task, Meeting or Call.
Tap on the list indicator in the WITH field or use type-ahead in the contact field to add contacts as participants in the activity. An activity can include an unlimited number of participants.
The activity location is pre-populated with the Work Address of the first contact in the participant list. Tap the ellipses in the Location field and you can choose from all addresses for all contacts participating in the activity.
Or, tap the x in the Location field to clear it and you can begin typing an address and our location services will find the address for you. The search begins near your current location. Begin entering the address or type the name of a place to reveal address options. When you see the address you are looking for highlight it and click “Done.”
There is an option to manually enter an address if you are not connected to the internet or you just want to type it.
The Regarding field can be populated manually or using a predefined picklist. Tap on the list indicator to reveal your picklists.
Click on the date to reveal the date/time selectors for the activity and duration option. Click “Done” to save your date/time settings. Now set a recurrence and add an alert if you would like to be reminded of a scheduled activity. Lastly, enter any notes about the activity and click Save.
Now tap Save go to the Calendar to see your new activity.