Activities and activity notes are created and maintained on Contact Records and are displayed on Panel 7. The activity bar that represents an activity contains labels for the following data:
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Activity Label Fields: |
Data in these Fields: |
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Date |
Current Date of the Activity |
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When |
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Target |
The userID of the person who is supposed to perform the activity |
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Author |
The userID of the person who generates the activity |
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Pty |
Priority and Urgency of the Activity |
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Type |
There are five types of activities, Action, Information, Question, Reply, Follow-up |
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Method |
How the activity is to be performed, Telephone, (Hard) document, fax document, Visit, and Internal activity |
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Code |
Eight character field where you can type any value to identify the activity or you can use a listbox. |
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SID |
Secondary ID of the contact record where the activity resides |
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Status |
Indicates the status of the activity, Pending, In progress, Completed, New Messages, Dropped |
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Ver |
Displays an integer value that represents the number of increments each time the activity is changed. |
When an activity is Pending it appears on the ToDo List of the Target User. The activity note are created under the activity bar. When created appear in a free form word compressed work screen that automatically enters a date and time stamp and a userID at the beginning of each note. It is not a word processor in that it does NOT have a spellchecker, but it is very easy to use. Activity notes can be of any length. The combination of activities and activity notes are a powerful tool for any user.