Activities (tccom6100m000)Use this session to view, enter, and maintain activities. You can display the activities by (a combination of):
Depending on the Type of activity, when you double-click a record or click Details on the appropriate menu, the following sessions are started:
From the appropriate menu, these sessions can also be started by clicking:
Type Subject A short description of the activity. Status The activity status, which informs you about the progress of
the activity. Sort Date The date used to sort the activities. The oldest date is
displayed first. This field is filled with:
Activity An appointment, call, task, mailing, or e-mail that is
registered in LN and
that can be linked to, for example, a contact, a business partner, or an
opportunity. Optionally, tasks, appointments, and calls can be synchronized
with desktop applications. Employee The employee whose assigned activities are
displayed. Contact The contact for whom the activities are
displayed. Business Partner The business partner for whom the activities are
displayed. Show Open Activities Only If this check box is selected, activities with the Completed or Held status are not displayed. If this check box is cleared, all activities are displayed. Business Partner The business partner for whom the activity is
executed. Contact The contact for whom the activity is executed. Organizer Series The series used for the activity. Default value This field is defaulted from one of the following fields in the COM Parameters (tccom0000s000) session:
Start Date The date and time the activity started. End Date The date and time the appointment is finished. Due Date The date and time the task must be completed. All Day If this check box is selected, an all day appointment is applicable.
Therefore, you can only enter start end end dates, no times. Duration Hours The duration of the call expressed in hours and minutes. Duration Minutes The duration of the call expressed in hours and minutes. Priority The priority assigned to the task. Location The location where the appointment takes
place. Show Time As An attendee's availability status during the time period of
the appointment or call. Direction Indicates whether the call is incoming or outgoing. Reminder If this check box is selected, a reminder is set for
the activity. Reminder Date The date and time on which a user is reminded about following
up on the task. Reminder Type The amount of time before the appointment or call that you want the reminder to appear. Reminder Value The amount of time before the appointment or call that you want the reminder to appear. Company The linked opportunity 's logistic company. Phase The phase in the sales process for which the activity is executed. Linked Activity The activity for which the
current activity is executed. Created by The user who created the activity. Creation Date The date on which the activity is created. Last Modified by The user who last modified the activity. Last Modification Date The last date on which the activity is modified. Synchronize If this check box is selected, the appointment or call must be synchronized with the attendees' calendar events in Microsoft
Exchange. This check box is only visible if the Synchronize Activities check box is selected in the COM Parameters (tccom0000s000) session. Note This check box is only available if, in the Attendee (tccom6105m000) session:
Synchronization ID The synchronization ID that is used in MS exchange to create
the calendar event. Note When the Synchronize check box is selected, a synchronization ID is generated. Time Zone The time zone that is used in Microsoft Exchange to display the
correct time for a calendar event (activity). The time zone is retrieved from the user that creates and synchronizes the activity. Created by ERP If this check box is selected, the activity is created
in LN. If this check box is cleared, the activity is created in MS Exchange. Information This field is used to link text to the activity.
Details Dependent on the Type of activity, a session is started with details
about the activity. Activity type
New Appointment Starts the Appointment (tccom6600m100) session in which you can enter a new appointment. New Call Starts the Call (tccom6600m200) session in which you can enter a new call. New Task Starts the Task (tccom6600m300) session in which you can enter a new task. New Email Starts the Email (tccom6600m500) session in which you can enter a new e-mail. Follow Up Appointment Starts the Appointment (tccom6600m100) session in which you can enter a follow-up appointment for the
activity. Follow Up Call Starts the Call (tccom6600m200) session in which you can enter a follow-up call for the activity. Follow Up Task Starts the Task (tccom6600m300) session in which you can enter a follow-up task for the activity. Follow Up Email Starts the Email (tccom6600m500) session in which you can enter a follow-up e-mail for the activity. Done Completes the activity. As a result:
Show Open Activities Only If this command is marked, activities with the Completed or Held status are not displayed. If this command is not marked, all activities are displayed.
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