Contacts Activities Tab

Use the Activities tab in the Contacts hub to create and maintain lists of activities and categories.

Contents

Much of the information for Deltek is entered and displayed in grids on various forms. For information about using grids, see Work with Grids.

Field	Description
Date	This column displays the activity's specified date and description. To display additional information about the activity, hover over the row, click and select Edit. The activity form displays with the activity's information.
Attendees	This column lists the activity's attendees (employees or contacts). The primary contact and owner employee are bolded in the list.
Associations	This column lists all other records that are associated with the activity and can include opportunities, projects, marketing campaigns, contacts, and user-defined hubs.
Notes	This column displays any additional information that has been entered for the activity. To add or change a note for an activity, click or tab into the field and enter the text. To edit or reformat the note, click and select Edit to open the Activity Manager dialog box. Use the Text field to display the complete text of a longer note.

Categories Grid

Use the Categories grid to specify categories that apply to the contact. A contact may have many applied categories. The categories are useful for grouping contacts together based on something that they have in common, which then allows you to search for contacts with specific characteristics.

Click +Add Category to enable the fields on the Categories grid for adding a category description and notes to the activity. You can also edit category information directly in these fields.

To copy or delete a category on the grid, click , and select the desired option.

Field	Description
Category	Select a Category that describes the activity's grouping.
Additional Information	Enter any additional information about the contact's category.