Overview
The Activity Editor allows you to enter/edit Activities.
Field Descriptions
• | Subject - Activity subject line |
• | Date - Date of the scheduled activity |
• | Time - Time of the scheduled activity |
• | Duration - Duration of the scheduled activity |
• | Show Until Marked Complete - When checked, the activity will appear in the Upcoming Events list until it is marked complete. Otherwise, it will no longer show in the list once the date has expired. |
• | Contact - Contact associated with activity |
o | Work Phone - Work Phone of selected Contact |
o | Cell Phone - Cell Phone of selected Contact |
o | Home Phone - Home Phone of selected Contact |
o | Fax - Fax of selected Contact |
o | Work Email - Work Email of selected Contact |
o | Home Email - Home Email of selected Contact |
• | Employee - Employee to assign the activity to. Only enabled with Can Assign Other Employees special right assigned via AD>Permissions. |
• | Firm - Firm associated with the scheduled activity |
• | Project - Project associated with the scheduled activity. |
• | Completed - Marks the Activity as Complete. If "Show Until Marked Complete" flag is checked, the Activity will no longer show on the calendar. |
|