Confirmations Tab

The Confirmations tab on the Activities view displays meetings or phone calls that other users have invited you to attend and enables you to accept or decline these activities. If the activity leader changes the activity's date, time, or duration, you will need to confirm or decline the changed activity.

In other situations, such as when another user accepts an activity you scheduled or a literature request has been fulfilled, items appear on the Confirmations tab that you can view and then remove.

How Do I?

View my confirmationsClosed
  • On the Activities view, click Confirmations.
    If necessary, use the filters to narrow the list.
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.
To view the summary paneClosed
  1. Click Summary.
  2. To return to the List view, click List.View the summary paneClick Summary.To return to the List view, click List.
Accept a confirmation without reviewing the activityClosed
  • Do one of the following:
    • In the Summary view or Details pane click the appropriate Accept button.
    • Select the confirmation you want to accept and in the Task Pane Common Tasks area click Accept Confirmation.
    • Right-click the confirmation you want to accept and select Accept Confirmation.
Accept a confirmation after reviewing the activityClosed
  1. Click the New link next to the confirmation you want to accept.
  2. Follow the steps for accepting an activity.
Decline a confirmation without reviewing the activityClosed
  • Do one of the following:
    • In the Summary view or Details pane click the appropriate Decline button.
    • Select the confirmation you want to accept and in the Task Pane Common Tasks area click Decline Confirmation.
    • Right-click the confirmation you want to accept and select Decline Confirmation.
Decline a confirmation after reviewing the activityClosed
  1. Click the New link next to the confirmation you want to accept.
  2. Follow the steps for declining an activity.
Delete confirmationClosed
  1. Select the activity you want to delete and, in the Task Pane Common Tasks area, click Delete Confirmation.
  2. Click OK.
Delete multiple confirmationsClosed
  1. Select the confirmations you want to delete.
  2. In the Task Pane Common Tasks area click Delete Confirmation.
  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.