| # Activities (tccom6100m000) Use this session to view, enter, and maintain activities. You can display the activities by (a combination of): Assigned emloyee Contact Business partner Dependent on the Type of activity, when you double-click a record or click Details on the appropriate menu, the following sessions are started: Appointment Appointment (tccom6600m100) Call Call (tccom6600m200) Task Task (tccom6600m300) Mailing Mailing (tccom6600m400) Mailing Email (tccom6600m500) From the appropriate menu, these sessions can also be started by clicking: New Appointment or Follow Up Appointment New Call or Follow Up Call New Task or Follow Up Task New Email or Follow Up Email Related topics CRM – functionality CRM – overview Integration between ERP Enterprise and Twitter Type The activity type, which can be appointment, call, task, or mailing. Subject A short description of the activity. Status The activity status, which informs you about the progress of the activity. Sort Date The date used to sort the activities. The oldest date is displayed first. This field is filled with: The due date for tasks. The start date for appointments and calls. The completion date for mailings. Activity An appointment, call, task, mailing, or e-mail that is registered in ERP Enterprise and that can be linked to, for example, a contact, a business partner, or an opportunity. Optionally, tasks, appointments, and calls can be synchronized with desktop applications. Employee The employee whose assigned activities are displayed. Contact The contact for whom the activities are displayed. Related topics Integration between ERP Enterprise and Twitter Business Partner The business partner for whom the activities are displayed. Related topics Integration between ERP Enterprise and Twitter Show Open Activities Only If this check box is selected, activities with the Completed or Held status are not displayed. If this check box is cleared, all activities are displayed. Business Partner The business partner for whom the activity is executed. Contact The contact for whom the activity is executed. Assigned To The employee to whom the task is assigned. Organizer The employee who organizes the appointment or the call. Series The series used for the activity. Default value This field is defaulted from one of the following fields in the COM Parameters (tccom0000s000) session: Series for Appointments Series for Calls Series for Tasks Series for Mailings Related topics To use number groups and series Start Date The date and time the activity started. End Date The date and time the appointment is finished. Due Date The date and time the task must be completed. All Day If this check box is selected, an all day appointment is applicable. Therefore, you can only enter start end end dates, no times. Duration Hours The duration of the call expressed in hours and minutes. Duration Minutes The duration of the call expressed in hours and minutes. Priority The priority assigned to the task. Owner The employee who is the task owner and is responsible for execution of the task. Location The location where the appointment takes place. Show Time As An attendee's availability status during the time period of the appointment or call. Direction Indicates whether the call is incoming or outgoing. Reminder If this check box is selected, a reminder is set for the activity. Reminder Date The date and time on which a user is reminded about following up on the task. Reminder Type The amount of time before the appointment or call that you want the reminder to appear. Reminder Value The amount of time before the appointment or call that you want the reminder to appear. Company The linked opportunity 's logistic company. Phase The phase in the sales process for which the activity is executed. Linked Activity The activity for which the current activity is executed. Completed by The user who set the task or mailing to Completed. Completion Date The date and time the task or mailing obtains the Completed status. Created by The user who created the activity. Creation Date The date on which the activity is created. Last Modified by The user who last modified the activity. Last Modification Date The last date on which the activity is modified. Synchronize If this check box is selected, the appointment or call must be synchronized with the attendees' calendar events in Microsoft Exchange. This check box is only visible if the Synchronize Activities check box is selected in the COM Parameters (tccom0000s000) session. Note This check box is only available if, in the Attendee (tccom6105m000) session: An attendee is entered for whom the Attendance field is set to Meeting Organizer. The Invite check box is selected for one or more attendees other than the Meeting Organizer. The attendee's E-mail field is filled. Related topics Synchronizing CRM contacts and activities to Microsoft Exchange Synchronization ID The synchronization ID that is used in MS exchange to create the calendar event. Note When the Synchronize check box is selected, a synchronization ID is generated. Related topics Synchronizing CRM contacts and activities to Microsoft Exchange Time Zone The time zone that is used in Microsoft Exchange to display the correct time for a calendart event (activity). The time zone is retrieved from the user that creates and synchronizes the activity. Related topics Synchronizing CRM contacts and activities to Microsoft Exchange Created by ERP If this check box is selected, the activity is created in ERP Enterprise. If this check box is cleared, the activity is created in MS Exchange. Related topics Synchronizing CRM contacts and activities to Microsoft Exchange Information This field is used to link text to the activity. Details Dependent on the Type of activity, a session is started with details about the activity. Activity type Appointment Appointment (tccom6600m100) Call Call (tccom6600m200) Task Task (tccom6600m300) Mailing Mailing (tccom6600m400) New Appointment Starts the Appointment (tccom6600m100) session in which you can enter a new appointment. New Call Starts the Call (tccom6600m200) session in which you can enter a new call. New Task Starts the Task (tccom6600m300) session in which you can enter a new task. New Email Starts the Email (tccom6600m500) session in which you can enter a new e-mail. Follow Up Appointment Starts the Appointment (tccom6600m100) session in which you can enter a follow-up appointment for the activity. Follow Up Call Starts the Call (tccom6600m200) session in which you can enter a follow-up call for the activity. Follow Up Task Starts the Task (tccom6600m300) session in which you can enter a follow-up task for the activity. Follow Up Email Starts the Email (tccom6600m500) session in which you can enter a follow-up e-mail for the activity. Done Completes the activity. As a result: Activities of the Task type receive the Completed status. Activities of the Appointment or Call type receive the Held status. Show Open Activities Only If this command is marked, activities with the Completed or Held status are not displayed. If this command is not marked, all activities are displayed. |