Working with the Activities View
Use the Activities view to manage your scheduled activities, events, literature requests, and confirmations. If you have additional access rights, you can also view other Infor CRM users' activities.
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Your security access determines what functions are available. Contact your administrator for any access rights changes. |
The tabs that appear in the Activities view are:
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The following icons provide information about the activity:
| Icon | Description |
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Phone Call |
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Meeting |
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To-Do |
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Personal Activity |
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The activity is unconfirmed. (Not available on all tabs) |
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The activity has an attachment |
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The activity is a single occurrence of a recurring activity |
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The activity has an alarm |
- On the Navigation Bar, click Activities.
- Click the Refresh
button.
Use the activity shortcut menu
- Click Detail.
- Select a record.
The Details pane displays at the bottom of the list view with detailed information about the selected record.
- To hide the Details pane, click Hide Detail.
- Click Summary.
- To return to the List view, click List.
Use the Task Pane Filters to narrow the list
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The available filters are based on the columns in the selected list view and the information contained in those columns. The number of records listed after a filter criteria only counts a recurring activity once, it does not include each occurrence separately. |
- On the Navigation Bar, click Activities.
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- Use the Task Pane Filters to narrow the list:
- Expand the Activity Type filter and select Phone Call.
- Expand the Time Frame filter and select Tomorrow.
All of the calls you have scheduled for tomorrow are shown in the tab.
