Using the Activities List View

Use the Activities view to manage your scheduled activities, and confirmations. If you have additional access rights, you can also view other Infor CloudSuite CRM users' activities. Use the Summary view to see additional information for each activity. You can use groups and filters to narrow the list of records in the list. For example, if the time frame is next month, use the Time Frame filter to show only activities scheduled for next month.
Note: The security access determines what functions are available. Contact the administrator for any access rights changes. WebViewer users may not access full functionality.

Select Activities from the Navigation Bar, to open the Activities List view.

On this page you can:

The Task Pane contains the Common Tasks section. In this section, you can:
The Task Pane contains the Activity tasks section. In this section, you can:
You can create your own activities groups, or use the following provided groups:
  • Alarms: Displays activities with active alarms.
  • All Open: Displays all open (not completed) activities scheduled for the selected user or users.
  • Confirmations: Displays notifications of activities where you are a member or the leader. You can open the notification and accept, decline, or delete the confirmation notification. Types of confirmations include:
    • New: An activity has been scheduled with you as a member.
    • Leader: An activity has been scheduled with you as the leader.
    • Confirmed: Response from user who accepted an activity you scheduled.
    • Declined: Response from user who declined an activity you scheduled.
    • Changed: Notification to confirm or decline an activity with an updated date, time, or duration.
  • My Activities: Displays all activities in which you are a leader or member.
  • Past Due: Displays all your past due activities. An activity is considered past due when the scheduled start time has expired and the activity does not have an alarm.

The various icons present on the activity view are:

Icon Description
Phone Call
Meeting
To-Do
Personal Activity
The activity is unconfirmed. (Not available on all tabs)
The activity has an attachment
The activity is a single occurrence of a recurring activity
The activity has an alarm