Overview
Activities are an appointment system. While listed under Marketing, they can be used by anyone in the system (with permissions). Activities can be entered directly into the calendar or when recording notes.
The main navigation for activities is a Calendar. The type of calendar (Today, Day, Work Week, Week, or Monthly) can be toggled from the toolbar
Field Descriptions
Toolbar Options
Aside from the standard toolbar options this applet has the following options:
| • | File - Additional button(s) on the File drop-down |
| o | New Activity - When clicked, the Activity pop-up displays, allowing you to create a new Activity. |
| • | View - Additional button(s) on the View drop-down |
| o | Day - Switches the Activity screen to Day mode. |
| o | Work Week - Switches the Activity screen to Work Week mode. |
| o | Week - Switches the Activity screen to Week mode. |
| o | Month - Switches the Activity screen to Month mode. |
| • | New Activity - When clicked, the Activity pop-up displays, allowing you to create a new Activity. |
| • | Refresh - Refreshes the Calendar to update screen. |
| • | Day - Switches the Activity screen to Day mode. |
| • | Work Week - Switches the Activity screen to Work Week mode. |
| • | Week - Switches the Activity screen to Week mode. |
| • | Month - Switches the Activity screen to Month mode. |
Activities (Left Sidebar)
| • | Small Calendars - Display the current month an the next month. You can click on a date to quickly navigate to that time frame. |
| • | Show All Activities check-box - When checked, the calendar will show all activities, including those marked complete. |
| • | Group By Owner - When checked, A different calendar for each selected owner will appear. |
| • | Activity Owners - When checked, you will see the activities of the selected users. |
Calendar
Activities (Right Sidebar)
| • | Upcoming Activities - This window displays all upcoming Activities. If you check the box next to the activity, the Activity will be marked complete. |
| • | Recently Expired - This window displays all Activities that have passed their Activity Date. If you check the box next to the activity, the Activity will be marked complete. |
| • | Recently Completed - This window displays all Activities that recently been marked as complete. If you un-check the box next to the activity, the Activity will be reactivated. |
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