Activities

In Qualis ERP, Activities is the log where small and mid-sized manufacturers record every call, meeting, email, visit and follow-up with customers and prospects. When a customer calls about a late order, anyone on the team can see who spoke to them last and what was promised. Each activity has a type, a direction, a planned date, a duration, an assignee, an outcome and a status: planned, done or cancelled. Types are configurable, each with its own list of outcomes, and a type can chain to the next step, either suggested when you complete it or created automatically after a delay counted in hours, days or weeks. When you log an activity on a sales order or a non-conformance, Qualis also links it to that record's client and the client's primary contact, so the call appears on every timeline that should show it. An hourly job reminds the assignee once when a planned activity becomes overdue. Sales reps and account managers start the day on the Today page, which lists what is due in their own time zone, with an agenda and a queue they can complete in bulk. A rep who logs a call on a weak connection keeps the draft, and it is sent once the network returns. Activities can also be imported from CSV. Client, sales order, product and opportunity pages show one merged timeline of activities, comments and history. Activities links to Clients Management, Contacts, Sales Orders, Products Management, Non-Conformance Reports and the CRM pipeline. A completed exchange marked as meaningful moves the person's retention clock in Contacts, and comments come from the core Comments module.