More activities in new Activities

We keep going, we don't stop, and we leave the delays to trains! 😀 After Products, Price Lists, and Documents, we have improved another key part of the CRM system - Activities (Tasks, Meetings, Events, Phone Calls, and Letters).

They have a new design that is more modern, clearer, and faster. And the "Save" button? Don't go looking for it, changes are saved automatically. 💾

Preview calendar 📅

Now you have a preview calendar that shows you the context - your upcoming meetings and the calendars of colleagues you're planning a meeting with. You can also easily drag & drop a meeting or other activity, or reschedule it for another day.

Related activities 👉

The list of follow-ups/related Activities is now much nicer and can be maximized into a large window where you can set the columns to fit your needs.

Better discussion 💬

The discussion is more active than ever and you can reply directly in individual threads.

New Notes panel 📝

As with all redesigned parts of Raynet, you can now add notes and tag your Activities with colorful sticky notes, texts, and files.

More powerful attachments 📎

The Attachments panel has also been upgraded - you can now link files from Google Drive, set the order of Attachments or download all attachments as a ZIP file.

Record detail customization

And we have something extra: cu-sto-mi-za-tion! 🎉 It may sound complicated, but it's quite straightforward. It's a new option for admins to customize the record details in the CRM system – edit tabs, panels, and custom fields as needed.

We wrote a detailed article where we used the Product detail as an example. 🎥

More activity tidbits 🆕

• Switching the Activity color is now easier

• If you have activity classification by Category and color turned on, and have more than 20 records, full-text search is enabled automatically

• Change the Activity type faster

• Swap the resolver and autor in one click

• Differentiation of internal activities (blue vs. green)

• And much more