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Activity Feed

Stay in the loop

Andrew Homer avatar
Written by Andrew Homer
Updated over 2 years ago

Keep the whole team informed with a live feed highlighting key workflow events.

The Activity Feed can be opened by clicking on the 🕔 icon located on the righthand side of the toolbar. The live feed can be filtered to only show events happening within a select module ensuring you only see the information that is important to you.

The Activity Feed can be left open while you navigate around Omono and will always show the latest activity at the top, if you see an activity that takes your interest you can click on it and you will be taken to the relevant page where you can drill down into further detail.

The following activities are displayed within the feed:

CRM

  • Creating a company.

  • Archiving a company.

  • Un-archiving a company.

  • Placing a company on stop.

  • Taking a company off stop.

  • Creating a contact.

  • Archiving a contact.

  • Unarchiving a contact.

Sales

  • Creating a sales quote.

  • Revising a sales quote.

  • Winning a sales quote.

  • Loosing a sales quote.

  • Reactivating a lost sales quote.

  • Creating a sales order.

  • Cancelling a sales order.

  • Starring a sales order

Credit Notes

  • Creating a credit note.

Purchasing

  • Creating a purchase order.

  • Cancelling a purchase order.

  • Changing the status of a purchase order delivery.

Workflow

  • Changing the status of a sales order dispatch.

Stock

  • Creating a stock item.

  • Archiving a stock item.

  • Unarchiving a stock item.

  • Stocktake update.

  • Stock item transition from ‘In Stock’ to ‘Insufficient Stock’.

  • Stock item transition from ‘Insufficient Stock’ to ‘In Stock’.

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