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Chapter 5. General Activity Management

Activity Types

openCRX supports various activity types. They all share a common set of attributes and operations (see section Activity for a detailed discussion), but some activity types feature additional attributes and/or specialized operations, depending on their main use:

  • Absence - use this activity type for vacation, sick leave, etc.

  • E-Mail - to keep track of all your inbound/outbound e-mails

  • External Activity - use this activity type for activity information provided by third-party systems

  • Fax - to keep track of all your inbound/outbound fax transmissions

  • Incident - this is the most important activity type in the area of Incident Management; it features many additional attributes and advanced operations supporting the Life Cycle of an Incident - use this activity type to report bugs in a bug tracking system

  • Mailing - to keep track of all your mailings, letters, etc.

  • Meeting - use this activity type to plan/schedule meetings, lists of participants, etc.

  • MMS - to keep track of your picture messages (mobile phone)

  • Phone Call - to keep track of all your inbound/outbound phone calls, conference calls, etc.

  • Sales Visit - use this activity type to plan/schedule sales visits, parties to meet, etc.

  • SMS - to keep track of your short text messages (mobile phone)

  • Task - to keep track of tasks, things to do, etc.

Figure 5-1. openCRX Activity Types

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