Activity Form
Use the Activity form and its tabs to enter, view, and edit information for each activity associated with your projects and opportunities.
Contents
| Field | Description |
|---|---|
| Search |
Use the search field above the activity subject to search for and select the activity that you want to review or edit. To refine the results set, click the search filter drop-down arrow
 to select a standard or custom search:
For information about creating and using searches, see the following topics in Basics:
|
x of
x
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Use these arrow icons to scroll through the records in the search results and display a different record to display on the form. The numbers indicate which record you are viewing out of the total number of records in the search results. |
| + New Activity | Click this option to open the Activity form and add an activity record.
This option is available if your security role has the access rights required for adding records. |
| Name |
The subject of the activity displays above the tabs. If the name is too long to display completely, hover over it to see a tooltip containing the full name. To edit the name, hover over it and click
|
| Mark Complete | If you have completed an activity, click
 Mark Complete. The check mark turns green.
|
| Last modified | These fields, located below the activity subject field, display the date the activity information was last changed and the name of the person who made the changes. |
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Click the Switch to List View icon to see the list view of the form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. To add, remove, or change the order of the columns in the grid, click
 to the right of the grid and use the Select Columns dialog box.
For information about selecting columns, see Select Columns for a Grid. For more information about working in list view, see Use List View. |
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After you have switched to list view, click the Switch to Detail View icon to see the detailed view of the form. Detail view is the view that displays by default when you open a form for the first time; thereafter, the view that was active when you closed the application will display the next time that you display the form. In detail view, all fields are displayed on tabs on the form. The detail view is the one that is described in help topics in the Help system. |
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Overview tab
The Overview tab has three sections that show detailed information about the selected activity. At the top of the form are activity details. You can view, select, and edit the activity's type, its start and end dates, time, duration, frequency, recurrence, location, priority, and notes about the activity.
The Stakeholders section contains fields that allow you to add attendees and firms for the activity and also assign Primary or Owner roles to the attendees.
The Associations section contains fields that allow you to associate the activity with a specific hub record, such as an opportunity, project, marketing campaign or contact.
Files & Links tab
The Files & Links tab provides an area where you can upload files (documents, presentations, reports, and others) and add links to web resources that are pertinent to your activity.
User-defined tabs
Your system administrator may provide additional user-defined tabs based upon your user role.