This handy feature is also a list that you can use to find a particular activity on a contact record. To display the Quick Activity Locator Screen use Q on any contact record. The screen has these headings for the list. The Option available to work with activities on this list is 1 for Select. Placing a one and Pressing Enter next to your desired activity will move you to that contact record and activity.
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Opt |
Pty |
Date |
Time |
Target |
Author |
T |
M |
D |
S |
Code |
Note |
Theses activity headings mean:
|
Heading: |
Purpose: |
|
Opt |
Activity Option: 1, Select, if you are a System Administrator than you may have additional options |
|
Pty |
Activity Priority: 1, 2, 3, 4, 5 and 9 (on hold list) |
|
Date |
Activity Date |
|
Time |
Activity Time |
|
Target |
Activity Target |
|
Author |
Activity Author |
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T |
Activity Type: Actn, Info, Resp, F/Up, ???? |
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M |
Activity Method: Tele, Hdoc, Fdoc, Vist, Iact |
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D |
Activity Direction: Inbound, Outbound, None |
|
S |
Activity Status: Pending, Completed, Dropped, In Progress |
|
Code |
Activity Code: If any, default is blank |
|
Note |
Activity Note: Displays 20+ characters at the start of the activity note to help you further identify the activity you wish to view |