Edit setup
The activity setup can be edited by an administrator. You do that by opening an activity (it is not important which one) and then click "Actions" and choose "Edit setup"
Be aware that this is only visible for the admin. A standard user will only see "Copy" and "Move" under "Actions".
Default tab
Systemet will show the "Activity log" as the default tab, as this is where most of the users work.
If you would rather have "Details" or "Organisation log" as the default tab, when you open an activity you can set this under "Default tab" (remember to log out of webCRM and in again before it changes):
Activity type
If you work with different types of activities, you can also choose which activity you would like to change the setup for:
Drag'n drop panels: Sidebar and Details
Now you can drag and drop the modules you would like to show on the "Details" tab. The setup is split into "Sidebar" and "Details".
"Sidebar" is the column to the right, and you can only drop some of the moduls here, while other moduls can only be used under "Details":
On every module you can click on the pencil and then edit or add fields:
Note: If you have activated Individual activity layout on Activites, you can create a setup just for you or something you would like to save for all users.
Otherwise you won't see this option.
Individual activity layout is activated under Main Settings (requires admin rights).
Videoguide