The initial pop-up window for adding activities contains minimum activity fields required to create a new unrelated activity. In fact this prompt window has an extension that contains many more activity fields. To view the extended activity screen press F10 while in the Add Unrelated Activity pop-up window. These additional activity fields are:
Activity Field Label: |
Values: |
What happens: |
End Time |
xx:xxa |
Displays end time for activity. You may specify an end time to meet your needs |
Recurring |
Y or N |
If default of N (No) is changed to Y (Yes) prompts will appear to allow the user to create future recurring activities. See Chapter 8 for complete details |
Description |
Blank or Automatic |
If our wordprocessing interface is used to create a new Microsoft Word document this description field is automatically updated with the document name. You may also key a document name from the PID folder into this field. |
PID |
Automatic |
Entered by programs based on contact record PID. You may changed (rekey) the PID data and the result of that action would be to move the entire activity to a different contact record with the new PID. |
Reminder |
00.0 |
This field is used if the user wishes to be reminded of the activity before it is due. Every decimal represents six minutes. A break message will occur at the time chosen to the target userID. Example: to be reminded of an activity 12 minutes prior to it being due, enter 2 in the decimal space. |
Grace Period |
00.0 |
This field represents the amount of time between the due date and notification to the author that the activity has not been completed. The target may complete the activity any time before the grace period ends. When the grace period ends, a break message is sent to the author if the activity has not been acted upon. |
A1 |
______ |
A six character alpha field for your use. You may create a listbox on this field |
A2 |
_ |
A one character alpha field for your use. You may create a listbox on this field |
A3 |
_ |
A one character alpha field for your use. You may create a listbox on this field |
N1 |
_____ |
A five digit numeric field with no decimals for your use.
|
N2 |
______._ |
A nine digit numeric field that can contain a number with up to seven integers and two decimals for your use. You must enter the decimal point to separate the integers from the decimals. |
Additional fields displayed on the extended activity screen. They are:
Activity Field Label: |
Values: |
What happens: |
Last Changed |
Automatic |
Displays the last Date and Time that the activity was changed |
Plan/Step |
Automatic |
Displays the Plan ID and Step # (of the activity plan or campaign) if an Activity Plan or Campaign was used to create the activity |