Actions (tccom6100m100)

Use this session to view and manage the CRM actions that are linked to a (combination of) employee, contact, and 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:

  • Appointment

    Appointment (tccom6600m100)

  • Call

    Call (tccom6600m200)

  • Task

    Task (tccom6600m300)

  • Mailing

    Mailing (tccom6600m400)

  • Mailing

    Email (tccom6600m500)

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

Field Information

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

Completed

For activities of the Mailing type, the status is set to Completed, by default.

Due Date

The date and time the task must be completed.

Action

activity

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 activities are displayed.

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

start date

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.

Sensitivity

The type of e-mail.

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

The linked opportunity 's logistic company.

Phase

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

Business Object Type

The business object, such as opportunity, contract, and bid for which the activity is originally specified.

Business Object

The business object ID for which the activity is specified.

Business Object Line Reference

The reference to the business object line.

Business Object Detail Reference

The reference to the business object detail.

Linked Activity

The activity for which the current activity is executed.

Activity Template

The activity template based on which the activity is generated.

Letter

letter

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.

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