Base provides x3 calendars for users to capture events and track activities on contacts and mandates:
General calendar (general calendar that also rolls up the listing & contacts events)
Listing calendar (every listing has its own tracking calendar)
Contact calendar (every contact has its own tracking calendar)
Users can track events and any activities performed on these calendars. On capturing new entries, a list of diary action types is presented to choose from:
You can also select whether or not an event is recurring as per the example below.
There are different options for how often an event should be repeated. Make sure you select the right option before clicking on save.
Expand your list of tracked activities
You may want to expand the list of tracked activities, and Base allows this customisation. Administrators can go to settings, customise and click on the diary tab:
To add a new event type, simply click on add, enter a descriptive name, select a custom colour and press add. Save the diary types if you are happy. Be careful to remove event types as it will affect all users including listings and contacts.
Your new activity types will be available to your users in the office and you will be able to start tracking events on this:
