Activity Tracking

View a summary of all scheduled or completed activities in one place.
View (Filter) "scheduled" or "completed" activities by Organization, Employee, Role, Activity Type, Date Range, etc...
Most columns can be dynamically sorted by ascending or descending order.
Save time by instantly printing one of several reports, based on the exact group of records defined by your criteria.
Activities / History can also be viewed on the Organization Information screen.

Right click on a contact name and select �Add New Activity� to display a new activity�automatically filled with the Customer Name, Contact Name & Date. Also, depending on predefined preferences, the Activity Type, Role, Employee, Priority and Est Time are also automatically filled in. An activity can be scheduled within seconds!
Click on the check box to post an activity or right click to display the activity to be posted. Record the �results� and determine if your would like auto fill all of the fields in a new, rescheduled follow-up activity.

Manage your day more efficiently by knowing in advance exactly how long each activity is projected to take and how many total hours/minutes are needed to complete the days activities�this will encourage more efficient use of time.
Print reports which display the actual # of hours/minutes worked by an employee for a given range of time or on a project or doing specific types of activities, such as Meetings or Sales Calls, etc�
Improve personnel productivity by viewing a report of exactly when (to the minute) each activity took place throughout the day (without having to take the time to post the "hour and minute" of each completed activity).

Use the built in Pop-Up Timer to track how long a particular activity took to complete, which autofills start and stop time, total time and total billable time.
Save Time / Minimize Mistakes: Use the "timer" (or simply mark an activity as billable) to track the exact start and stop time of an activity (phone call, letter, etc...). If you bill for time, make use of the same time stamped record to create an invoice line item (with the Accounting or Quickbooks Module) for the billable time - without having to retype the activity line item in the invoice!

ONESOURCE utilizes the many strengths of MS Outlook. When scheduling an activity (based on user preference) a button will appear prompting to export the contact record and/or activity data to Outlook (to enable the user to print calendars, schedule pop-up reminders, schedule blocks of time, and sync contact and activity data to a Palm Pilot).