Activity Management

You use activities to record customer interactions. Activities consist of business activities and tasks, and include:

• Telephone calls
• Customer visits
• Preparatory tasks
• Private reminders

Creating Activities

For each customer interaction, for example a showroom visit or telephone call, you create an activity in VSS. You can create activities with reference to a VSS order. This simplifies the creation of activities. For business activities, you enter the name of the customers involved, and their partner functions, for example, activity partner, contact person or owner. In addition, you can enter the purpose and priority of the activity. You can also insert a text related to the activity, such as a letter or note.
Activity processing includes a wide range of features. You can use an activity to:

• Describe a problem and identify the affected reference objects (for example a vehicle)
• Record the names of all persons (customers) involved with the problem
• Define processing parameters for the activity; you can assign a priority to the activity, and specify a time frame for which the problem should be completed
• Monitor the status and progress of tasks