Activity Confirmations

Activity confirmations notify you of activities where you are a member or the leader. You are notified when another user adds you as a member or leader to an activity or when an activity that you are a member of is updated or deleted. If you are added as a member, you must confirm or decline the activity. If you schedule an activity with other members, you receive a notification when a member confirms or declines the activity.

Use the Confirmations tab on the Activity List view to view and manage your activity confirmations. If you have set your Alerts options to include confirmations, then you will receive an Alert when another user adds you to an activity.

The following table describes the types of activity notifications:

Type Description
Changed The activity has been updated.
Confirmed A member of an activity you scheduled has confirmed the activity notification.
Declined A member of an activity you scheduled has declined the activity notification.
Deleted Notification that an activity you are a member of was deleted.
Leader An activity has been scheduled with you as the leader.
New An activity has been scheduled with you as a member.

How Do I?

Open a confirmationClosed
  1. On the Activities view, click Confirmations.
  2. Click the link in the Notification column.
    The confirmation detail view opens. The type of confirmation will determine what actions are available.
Accept or decline an activityClosed

  1. Do one of the following:

    • On the Activities view, click Confirmations, and then click the New link in the Notification column for the confirmation you want to accept or decline.
    • From the Alerts view, click Unconfirmed, and then click the activity's regarding information that appears in blue text next to the activity icon.
    • On the Calendar, double-click the unconfirmed activity you want to open.

      		•

      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.
  2. Review the activity details.
  3. Type a response in the Reply box.
  4. Click Accept or Decline.

    You can also accept or decline a new confirmation without reviewing the details from the Activities view Confirmations tab by right-clicking the confirmation and selecting Accept Confirmation or Decline Confirmation or from the Alerts Unconfirmed tab by selecting the confirmation and clicking Accept or Decline.

View a confirmation without deleting itClosed
  1. On the Activities view, open the Confirmations tab.
  2. Click the Notification link for the confirmation you want to delete.
  3. Click Close.
Delete a confirmationClosed
  1. On the Activities view, open the Confirmations tab.
  2. Click the Notification link for the confirmation you want to delete.

    You cannot delete confirmations marked as New.

  3. Click the Delete Confirmation button.

Related Topics

Activities Overview

 

 

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.