Are you just getting started with Tribe CRM and still trying to find your way a bit? Then this article is a great start. In this article, we explain how the relation and activity form is structured.
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Look up any relation by typing the name in the search bar. Open the relation form. You will see that the form is actually made up of three fixed parts:
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Now compare this to an activity form such as a sales opportunity. You will see the above parts here too. However, there are a few differences. You can read more about them below.
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The header: The header always contains the most important information about a relation. Think of the name, address or other contact details. The header also clearly states the type of customer, contact or candidate you have opened.
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Details: The details contain the fields that belong to the relation. The most important fields are always directly in view, so you can change them easily. You can also find the other organisation or person fields under a drop-down section.
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When you open an organisation form, an extra block is displayed below the details, showing the various contacts at this organisation.
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The activities and timeline: here you can see a division between 'create something new' and 'find something existing'. You can easily create a new activity at a relation by clicking one of the buttons in the + bar, e.g. + appointment. Then enter the data and save it.
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After saving, this new task is shown in the timeline. The timeline is divided into open activities and closed activities. The items in the timeline are displayed in chronological order and, if necessary, you can filter in this by clicking on one of the filter functions.
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Did you know?
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Relation or activity data are saved immediately when you enter or modify something these?
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The header: The header always contains the most important information about an activity. Think of the subject of the activity, but also the phase the activity is in. You can also easily change the phase through the header. It also clearly states what type of activity you have opened, such as sales opportunity, project or work order.
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Details: In the details, you find the fields that belong to the activity. The most important fields are always directly in view, so you can easily edit them.
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Below the details, two extra blocks are displayed containing the name of the organisation and possibly the name of the contact person the activity is linked to.
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The activities and timeline: This works in exactly the same way as for a relation. Here you see a subdivision between 'create something new' and find something existing'. You can easily create a new activity in an activity by clicking one of the buttons in the + bar, e.g. + appointment. Then enter the data and save it.
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After saving, this new task is shown in the timeline. The timeline is divided into open activities and closed activities. The items in the timeline are displayed in chronological order and, if necessary, you can filter in this by clicking on one of the filter functions.
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As mentioned, we have all built the forms in the same way, but there are differences. You can see these mainly in the activities. This is because the processes of the different activities are different. This also distinguishes the forms from each other.
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For instance, you can register products in a sales opportunity, while you can register milestones in a project or hours in a work order. We explain these extra options in more detail in the articles on these specific activities.