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:

Click (Refresh), to refresh the list information.
Use the Summary view. See Using the Summary View
Work with records in a grid.
Filter my list
Use the Lookup to search for records. See Using Lookup
Click the activity type on the Activities List view to open activity details. See Scheduling or Editing an Activity
View a group. See What are Groups?
Manage groups. See Using the Groups List
Right-click in the grid to:
- Use group list view shortcut menu. See Using the Group Shortcut Menu
- Use the activity shortcut menu. See Working with the Activities List View Shortcut Menu

The Task Pane contains the Common Tasks section. In this section, you can:

Add to Group. See Adding Ad Hoc Group Records
Remove from Group. See Removing Ad hoc Records
Save Records as a Group. See Saving a Lookup as a Group
Export Records. See Exporting Records to a File
Promote to Dashboard. See Promoting a Group to the Dashboard

The Task Pane contains the Activity tasks section. In this section, you can:

Schedule New Meeting. See Scheduling or Editing an Activity
Schedule New Phone Call. See Scheduling or Editing an Activity
Schedule New To-Do. See Scheduling or Editing an Activity
Schedule New Personal Activity. See Scheduling or Editing an Activity
Complete Activity. See Completing an Activity
Delete Activity. See Deleting an Activity
Snooze Alarms
Dismiss Alarms

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