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 CRM SLX
users' activities. Use the
Summary
view
to see additional information for each activity. You can use
and
filters
to
filter
the list of
records.
For example, if the time frame is next month, use the Time Frame filter to
display
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
cannot
access full functionality.
You can select Activities list view.
from the Navigation bar, to access theOn this page you can:
- Click to refresh the list information.
- Use the Summary view. See Using the Summary view
- Work with records in a grid. See Working with Grids in list views and tabs.
- Filter My list
- Use the Using lookup option to search for records. See
- Click the activity type on the Activities list view to access activity details. See Scheduling or modifying 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
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
- Administrator only. Reassign Activities. See Reassigning multiple activities
The Task Pane contains the
section. In this
section, you can:- Schedule New Meeting. See Scheduling or modifying an activity
- Schedule New Phone Call. See Scheduling or modifying an activity
- Schedule New To-Do. See Scheduling or modifying an activity
- Schedule New Personal Activity. See Scheduling or modifying 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
view
the notification and accept, decline, or delete the confirmation
notification. Types of confirmations include:
- New: An activity is scheduled with you as a member.
- Leader: An activity is 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 |