Dealersip Knowledge Base

Version 1.0.9458.15218  |  Last updated: 2025-11-21

Activities List

The activity list shows all activities such as appointments, calls, or emails, based on selected filters.

Filters

The activity list has two types of filters:

  1. Displayed at the top bar: These are primary filters where users can filter based on the following conditions:
    • Hide/Show Past Pending Activities: If "Show Past Pending" is selected, the grid shows all activities from the past that were not completed. "Hide Past Pending" is the opposite, hiding activities from previous dates from the current view.
    • Pending/Completed/All: Depending on the selection, the grid view filters activities. If "Completed" is selected, the "Show Past Pending" filter is overridden and does not work.
    • Date: Activities are loaded according to the selected date. Users can select a date from the calendar or click on the left and right arrows to move forward or backward by one day.
  2. Activity type filters: These filters are shown as tabs. Each tab filters activities by their type. The "All" tab lists all types of activities, while other tabs filter the list as their names suggest (e.g., the "Appointments" tab lists appointments only).

Operations

Sprint 19 introduced a quick action menu in the list. All necessary operations can be performed from the quick menu. Hovering the mouse over the list pops up a quick action button. Clicking on that button will show a quick action menu. The following details all available options in the quick menu:

  1. Mark as Completed: The current activity is flagged as completed and removed from the list.
  2. Complete and Add New: Marks the selected activity as completed instantly and opens a new activity window with the current contact selected.
  3. Edit: Opens the current activity in edit mode. Users can modify the activity as required.
  4. Postpone for <Weekday>: Instantly postpones the current activity to the next weekday.

Additionally, a quick note handle has been added. Hovering on the list shows a "+" button in the notes column. A quick note can be added by clicking on this button.