QuickAppFlow
  • Welcome to QuickAppFlow
  • Product Guides
    • Field Sales
      • Area
      • Route
      • Scheme
      • Product Price
      • Product
      • Customer
      • Announcement
      • Document
      • Today Plan
      • My Visits
      • Weekly Plan
      • Orders
      • Route Plan
      • Visit Report
      • Reports by Orders
        • Reports by Orders
      • Reports by Visit
        • Reports by Visit
      • Reports by Target
      • Add Customer from the Mobile App
      • Presentations in Mobile App
      • Tracking
      • Attendance Report
      • FSA-Payment Collection
    • CRM
      • Lead
      • Lead Activity
      • Opportunity
      • Opportunity Activity
      • Customer
      • Customer Activity
      • Contact
      • Quotation
        • Share Quotation through Email
      • Invoice
        • Share Invoice through Email
      • Purchase Order
      • Target
      • Marketing
        • Configure Email Campaign
        • Configure SMS Campaign
      • Sales Pipeline
        • Stages
      • Product
      • User Mapping
        • User Permission
      • Company
      • Company Activity
      • Company
      • Bulk Edit Lead
      • Bulk Edit Opportunity
      • Bulk Edit Customer, Contact and Company
      • CRM Users
      • Create Invoice
      • WhatsApp Campaign
      • CRM List
    • Employee Helpdesk
      • Create Ticket
      • Manage Ticket
      • Update Ticket
      • User Mapping
        • User Permission
      • Out Duty Request
      • Regularization Request
      • FAQ and Details
    • Recruitment and ATS
      • Candidate Requisition
      • Create and Manage Job
        • Add Job Image
      • Create and Manage Candidate
      • Job Tracker
        • Add candidates in the tracker
        • Recruiter can perform different action
          • Shortlist
          • Create HW test
          • HW submission reminder
          • Send HW test for review
          • Create technical test
          • Schedule Interview
          • Cancel Interview
          • Send offer approval
          • Send offer
          • Upload resignation
          • Upload documents
          • Update Profile
          • Shared JD
          • Move Candidate
          • Copy Job URL
          • Duplicate Out
          • Propose Candidate
          • On Hold
          • Move to Talent Bank
          • Reject
          • Psychometric Test
          • Psychometric Test Reminder
          • Technical Test Reminder
          • Quickbook Test
        • Bulk Edit and delete candidate
        • Other actions
      • Shortlist candidate for job post
      • Recruitment Setting
      • Create Examiner
      • Create Vendor
      • Publish Job Post to Vendors
      • Configure HW test templates for different job role
      • User Mapping
      • User Permission
      • Add Qualification
      • Add Location
      • Add Skill Type
      • Candidate Portal
      • Examiner Portal
      • My Dashboard
      • Recruiter Status Report
      • Timesheet
      • Emcareer Portal
    • Onboarding
      • Onboarding Process
        • Start Onboarding Process
      • User Mapping
      • User Permission
    • Employees
      • Create Employee
  • Planner
    • Create and Manage Plan
    • Add Plan Member and Create a Container
    • Create and Manage Task
    • Add Documents
    • Create and Manage Template and Template Task
    • Configure Setting
    • Reports
    • Permission Matrix
  • Offboarding
    • Start Offboarding Process
    • Resignation
    • Configure Offboarding Task
    • Offboarding Reason
    • Permission
      • User Mapping
      • User Permission
  • Timesheet
    • How fill up Timesheet
    • How to Approve Timesheet
    • How to Reject Timesheet
    • Timesheet Reports
    • How to view offboarded employee’s timesheet
    • Integrate Timesheet with Attendance
  • Framework
    • How to create form
    • Workflow Designer
    • Form Designer
      • Single Line
      • Multiline
      • Number
      • Decimal
      • QuickAppFlow Lookup
  • Attendance
    • QuickAppFlow Attendance Setup on Mobile
    • Attendance on Desktop
    • My Team Attendance
    • Regularization Request
    • OD Request
    • Geofencing
    • Shift Allocation
    • Report
  • User Management
    • User Permission
  • Employee Helpdesk From Mobile
    • Out Duty Request
    • Regularization Request
  • Leave From Mobile
  • Holiday From Mobile
  • Employee Profile
    • Tax Declaration
  • Employee Performance
    • Set Objective and Employee Self Rating.
    • Employee Performance-Manager Rating
    • Employee Performance-Second Level Manager Rating
  • Meeting Room
  • Expense Management
    • Expense
    • Expense with Ledger
  • Payroll
    • Configure Salary Heads
    • Payroll Structure
    • Schedule and Run Payroll
  • Project Management
    • Configure Project
    • Resource Allocation
    • PM Setting
    • Sprints and Task Management
    • Resource Utilization
    • Project Milestone
    • Reports
    • Candidate Requisition
    • Asset Management
    • Expense Management
  • Policy Document
  • Organization Chart
  • E-Directory
  • Admin Settings
  • Org Event
  • Holiday
  • Helpdesk
    • Manage Ticket.
    • Update Ticket
    • Users
    • Permission
    • Asset
      • Asset Type
      • Asset Category
      • Asset Inventory
      • Asset Search
      • Replenishment
    • Customer Portal
      • How Customer User raise a Ticket
      • Invoice and Quotation
      • How to view customer user request-specific FAQs and details
    • Configure FAQ and Details
  • Asset Management
    • Asset Type
    • Asset Category
    • Asset Inventory
    • Asset Search
    • Replenishment
  • Procurement
    • Procurement Requisition
    • Budget
    • Vendor
    • Purchase Order
    • Invoice
    • Payment
    • Reports
  • Workflow
    • AI Stages
      • Decision-Yes/No
      • Options
      • Output-Details
      • Convert Unstructured Data to Structured
      • Extract Detail
      • Access Image
      • Generate Image
      • Text to Speech Stage
      • Speech to Text Stage
    • General Stages
      • Approval
      • Add Record
      • Update Record
      • Approval Task
      • Condition
      • For Each
      • Add Task
      • Add or Update Record
      • Notifications
        • Notification Email
    • Set Variable
    • Auto Approve
    • Auto Escalate
  • Scheduler
  • Integration
    • Email Integration
Powered by GitBook
On this page
  • View Customer Details
  • Edit Customer
  • Delete Customer
  • Create a Task for the Customer
  • Create a Call Log for the Customer
  • Create a Meeting for the Customer
  • Create Follow Up for the Customer
  1. Product Guides
  2. CRM

Customer Activity

PreviousCustomerNextContact

Last updated 1 year ago

View Customer Details

In Customers Click on the Action menu (3 vertical dots) for the customer that you would like to view and click the View button

You can see all the details of the Customer

Edit Customer

Add all edit details and Save

Delete Customer

Give your confirmation in the popup and the record will be deleted

Create a Task for the Customer

Enter the details on the Task page and save the form

Create a Call Log for the Customer

Enter the details in the call log page and save the form

Create a Meeting for the Customer

Enter the details on the meeting page and save the form

Create Follow Up for the Customer

Enter the details on the follow-up page and save the form

In Customers Click on the Action menu (3 vertical dots) for the customer which you would like to edit and click the Edit button

In Customers Click on the Action menu (3 vertical dots) for the customer which you would like to edit and click the Delete button

In Customers Click on the Action menu (3 vertical dots) for the customer to whom you would like to add Task and click the Task button

Hover the mouse on Customer and click on the Action menu (3 vertical dots) for the customer to which you would like to add a call log and click the call log button

Hover the mouse on the customer and click on the Action menu (3 vertical dots) for the customer for which you would like to add a meeting, and click the Meeting button

Hover the mouse on the customer and click on the Action menu (3 vertical dots) for the customer to which you would like to add follow-up and click the Follow-Up button