This is an overview on how to create custom activities in Core.
What is an Activity?
An activity within Core refers to a task, action, or event designated to an agent, case manager, or other users to track progress, maintain records, and manage workflows within the system. These activities may involve follow-ups or other necessary actions for daily operations.
Key Features of an Activity:
Tracking and Management:
Activities help track tasks that need to be completed, ensuring nothing is overlooked. TReporting and Follow-Up:
- Activities can be used for reporting purposes, allowing managers to see completed and pending tasks.
- Follow-ups can be scheduled automatically or manually based on workflow requirements.
Existing Activities:
The following activities already exist in Core:
- Agent Follow Up
- Campaign Follow Up
- Case Design
- Case Follow Up
- Case Review
- Commission Issue
- Contract Follow Up
- Note
- Opportunity Follow Up
Other Activities can be created:
Activities are created in the Administration Menu under the Activities section in Core. Here, you can create specific activities by specifying its name, type, and other details and adjusting settings like due dates and reporting preferences.
Configure Activity Settings:
- Auto Complete: Set this option if you want the activity to be automatically completed, turning it into a note instead of a follow-up.
- Default Days: Enter a specific number of days to let the system calculate the activity's due date.
- BI Enabled: Enable this setting if you want the activity to be included in reporting.
- Web Note Enabled: Check this option if you want agents on the Portal to access the activity.
- Party Level: Specify if the activity applies to a party level, such as a client or agent.
- Contract Level: Indicate if the activity should be applicable on a contract level.
- Case Level: Specify if the activity applies to a case level.
- Case Creator: Note that this indicator will be removed.
- Communication: Note that this indicator will be removed.
Important Terms
- BI refers to Core reports created using Power BI tools.
- Web Notes are notes that are accessible to agents through the Portal, providing them with important information and updates.
- In Core, the Campaign section is utilized by sales and marketing teams to create and manage marketing campaigns, as well as track agent participation to ensure successful campaign execution.
- Opportunities are pre-sales activities that are tracked on an agent's profile, helping them identify potential leads and convert them into successful sales.