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Activity Manager provides centralized access to all activities created in FirmWorks. Activities are “electronic memos to the file”. They are instrumental in transferring knowledge about clients, professional services, firm policies and procedures, and other important information from individual firm members to the firm as a whole.
Activities can be created from many different places such as emails, from Client Manager, Opportunity Manager, Project Manager, Firm Statistics, and other FirmWorks modules. Activities can be marked for follow-up. Follow-up Assignments for an activity can be delegated to one or more firm members. Notifications are sent via email to the responsible firm members with a description of the action that is required and a link to the Activity. FirmWorks makes management more efficient by presenting Activities and Assignments that are past due or that require additional actions.
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Features include:
- Multiple views for managing Activities and Assignments.
- Project information for memos, etc
- Recurring designation or Activity and Assignments.
- Views for the easy review of open or past due activities
- Management views for easily deleting old activities
- Mass edit features for marking activities completed
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Module Overview