Activity Editor Marketing>Activities

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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
•Type - Type of Activity. A User Defined Field. The Activity Type list is managed under Administration>List Management>Activity Types
•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
oWork Phone - Work Phone of selected Contact
oCell Phone - Cell Phone of selected Contact
oHome Phone - Home Phone of selected Contact
oFax - Fax of selected Contact
oWork Email - Work Email of selected Contact
oHome 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.