The Activities FastTab contains all activities belonging to the reservation. Depending on the reservation type, the activities can be appointments, rentals, events and participants. The reservation type filters what activities the user can assign to the reservation.
Actions on the Activities FastTab:
| Action | Description |
|---|---|
| Search New Client | Use this action to search for a client or contact, and, if not found, to create new one. Assign the new or selected client to the activity line. |
| Contact Card | Opens the related member contact card. |
| Search Availability | Use to search for availability for the product, and for date and time in the current line. |
| Edit Resources | Opens the Resource assignment list for the current line and allows the user to edit assignments. The Resource Reservation list editing options: Assign Resource: The user can assign new resource to the existing reservation line. A list of available resources will be presented to the user. Add Resource: The user can add resource in the same resource group as the selected resource reservation line. Note for quantity based resources the "No. of Resources" quantity will be increased, but for other additional resource, then a new line will be inserted. Note that this depends on availability of the related resource. Remove Resource: The user can remove resource assignment on the selected reservation line. Reserve Resources: The user can reserve the resources assigned on the activity. Release Resources: The user can release all reserved resources on the activity. Assign Preference: The user can assign Resource Preference for the related client and the related product. Resource Status: The user can view the resource status for the related resource group. Adjustments: The user can decide to either add or remove pre and/or post times assigned to the related resource reservation line. Note that the actual time settings are set on the products resources required setup. |
| Edit Activity Comments | Edit the related comments on the selected activity line. |
| Edit Attributes | Edit the related attributes on the selected activity line. |
Tip: When you are entering the Product No. in the activity lines, you can use the standard lookup process to the activity product list to search for activity product to assign to the activity lines. However, you can also use the Assist Edit button to access the same list. Use the standard BC multi-selection approach to search for and select multiple products and assign them simultaneously to the activity lines.