All Open Tab

The All Open tab in the Activities view displays all open (not completed) activities such as phone calls, meetings, to-dos and personal activities scheduled for the selected user or users.

The Participant Count column provides a count of all contacts or leads who are listed in the activity Participants tab and are therefore associated with the activity.

Your calendar security determines whose activities you can schedule, edit, complete, accept/decline, or delete. You can also view activities associated with contacts, leads, accounts, opportunities, or tickets that you can access.

How Do I?

View all open activitiesClosed
  1. On the Activities view, click All Open.
  2. If necessary, use the filters to narrow the list.
  3. Click the activity's type to open the activity.
View or hide the details paneClosed
  1. Click Detail.
  2. Select a record.
    The Details pane displays at the bottom of the list view with detailed information about the selected record.
  1. To hide the Details pane, click Hide Detail.
View the summary paneClosed
  1. Click Summary.
  2. To return to the List view, click List.

Use the shortcut menu

Complete an activityClosed
  1. Do one of the following:
    • In the Summary view or Details pane click the Complete button for the activity you want to delete.
    • Select the activity you want to complete and in the Task Pane Common Tasks area click Complete Activity.
    • Right-click the activity you want to complete and select Complete Activity.
  2. Follow the steps for completing an activity.

Complete multiple activities

Delete an activityClosed
  1. Select the activity you want to delete and, in the Task Pane Common Tasks area, click Delete Activity.
  2. Click OK.
Delete multiple activitiesClosed
  1. Select the activities you want to delete.
  2. In the Task Pane Common Tasks area click Delete Activity.
  3. Click OK.
Schedule a phone callClosed

  1. Do one of the following:

    • In the Task Pane Common Tasks, under Schedule, click Phone Call.
    • Right-click in the grid, point to Schedule and click Phone Call.
  2. Follow the steps to schedule a phone call.
Schedule a meetingClosed

  1. Do one of the following:

    • In the Task Pane Common Tasks, under Schedule, click Meeting.
    • Right-click in the grid, point to Schedule and click Meeting.
  2. Follow the steps to schedule a meeting.
Schedule a to-doClosed

  1. Do one of the following:

    • In the Task Pane Common Tasks, under Schedule, click To-Do.
    • Right-click in the grid, point to Schedule and click To-Do.
  2. Follow the steps to schedule a to-do.
Schedule a personal activityClosed

  1. Do one of the following:

    • In the Task Pane Common Tasks, under Schedule, click Personal Activity.
    • Right-click in the grid, point to Schedule and click Personal Activity.
  2. Follow the steps to schedule a personal activity.

Related Topics

Working with the Activities View

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Other Resources

 

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.