iMIS web view (casual and full) displays
Activity records but does not allow the user to
edit any Activity type except CALL. Casual users must use desktop iMIS to add and edit
activities. Since Activity records are a key area of iMIS for most users, not having this
ability can greatly diminish the value of the casual view for many
We developed an iPart to bring the Activity
editing capabilities from desktop iMIS to web
users, and modeled after iMIS in every way.
Users can view, create, edit and
delete any activity type, subject to security.
Shows and hides fields with the correct prompts
according to the Activity Type
Provides the same lookups for fields.
Controls access using the same criteria as desktop
iMIS. (Access Keyword, Allow
User Edit, module-level access for editing activities)
Display of existing activities shows the same
columns by default, configurable
Sort the list of existing activities by type or
Filter the list of existing activities by type.
Shows the name (company or full name) of the current
ID while editing a record.
In addition, we added the following features:
Add long instruction field to the page with existing
Sort the list of existing activities by any
Filter the list of existing activities by selected
Ability to block certain types of activities from
the web. For example, you may block
CALL activities if you prefer to use the standard iMIS interface.