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Activities – Functional Guide ​

Introduction ​

The Horilla CRM Activities Module is designed to streamline the tracking, scheduling, and management of all account-related and contact-related interactions. It provides users with a structured interface to create, view, and manage activities such as calls, meetings, tasks, and events. This ensures that follow-ups are completed on time, progress is monitored, and team productivity is optimized. Activities can be linked to various records in CRM (Accounts, Contacts, Opportunities, etc.) to provide a 360° view of engagements.

Key Features and Functionalities ​

2.1 Activities Overview ​

Purpose: Display all activities in a consolidated list format for quick tracking and updates.

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  • Accessible from the sidebar menu under the Activities option.
  • Provides search and filter options for locating specific activities by subject, type, or related record.
  • List view includes essential fields such as Subject, Description, Activity Type, Source, Related To, and Status.
  • Bulk selection supported for editing, deleting, or exporting activities.

2.2 Kanban View ​

Purpose: Offer a visual representation of activities based on their status.

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  • Activities are grouped into columns such as Pending and Completed.

  • Users can drag and drop activities across columns to update status.

  • Each activity card shows details like Subject, Type, Source, and Related Record for quick insights.

  • Helps users monitor progress in a more interactive and clear format.

  • Kanban settings can be customized based on business requirements.

1.3 Creating a New Activity ​

Purpose: Enable users to add new activities for effective engagement management.

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  • Click the New button in the Activities page to open the creation form.
  • Core fields include:
    • Activity Type (Task, Event, Call, Meeting, etc.)
    • Subject, Description, Title
    • Source
    • Related Record (Account, Contact, Opportunity, etc.)
    • Status (Pending / Completed)
    • Start Date, End Date, Location, Assigned To
  • Save to register the activity, which then becomes visible in both List and Kanban views.

2.4 Activity Detailed Information ​

Purpose: Provide a complete view of an activity, along with tracking and editing options.

  • Details Tab

    • Displays all activity fields (Subject, Type, Status, Dates, Source, etc.).

    • Fields can be edited individually using inline editing.

  • History Tab

    • Maintains a log of changes made to the activity.

    • Tracks updates like subject changes, status transitions (Pending → Completed), and re-assignments.

  • Status Tracking

    • A progress bar visually shows the current stage of the activity.

    • Users can update the activity status directly from the detailed view.

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