Activities (tccom6100m000)

Use this session to view, enter, and maintain activities.

You can display the activities by (a combination of):

  • Assigned employee
  • Contact
  • Business partner

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:

  • New Appointment or Follow Up Appointment
  • New Call or Follow Up Call
  • New Task or Follow Up Task
  • New Email or Follow Up Email

 

Type

The activity type, which can be appointment, call, task, or mailing.

Subject

A short description of the activity.

Status

The activity status, which informs you about the progress of the activity.

Allowed values

Activity Status

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.

Origin

The assignment origin from which the appointment is generated.

Note

This field is displayed only if:

  • The appointments are generated for resource assignments.
  • The Create CRM Appointments for Service Assignments or Create CRM Appointments for Project Assignments check box is selected in Resource Management Parameters (tcrac0100m000) session.

Allowed values

Origin

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.

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.

Assigned To

The employee to whom the task is assigned.

Organizer

The employee who organizes the appointment or the call.

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:

  • Series for Appointments
  • Series for Calls
  • Series for Tasks
  • Series for Mailings
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.

Owner

The employee who is the task owner and is responsible for execution of 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
Phase

The phase in the sales process for which the activity is executed.

Linked Activity

The activity for which the current activity is executed.

Completed by

The user who set the task or mailing to Completed.

Completion Date

The date and time the task or mailing obtains the Completed status.

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:

  • An attendee is entered for whom the Attendance field is set to Meeting Organizer.
  • The Invite check box is selected for one or more attendees other than the Meeting Organizer.
  • The attendee's E-mail field is filled.
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 Infor LN

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.

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:

  • Activities of the Task type receive the Completed status.
  • Activities of the Appointment or Call type receive the Held status.
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.