Contents of the Activity Dialog Box

Use the Activity dialog box to schedule, copy, delete, and modify activities for your contacts, marketing campaigns, employees, opportunities, user-defined hubs, and projects. These activities are added to your hub records on the Activities tab within each hub, on the Dashboard, and on the Calendar.

Contents

This dialog box may contain a Files and Links tab where you can upload, view, and store files that are related to the activity record. You can also add URLs, email addresses, and links to files and graphics. See the Add Files and Links to a Record online help topic in Hubs Basics for more information.

Field	Description
Activity Subject	Enter a brief description of the activity or select a subject from the drop-down list. Typically, this is a short descriptive statement, such as Initial Consultation or Follow-up Visit. Your system administrator defines the activity subject values using the Activity Subject Code Table in Settings.
Start Date	Select the start date and start time for the activity.
End Date	Select the end date and end time for the activity.
Reminder	Select this option and the timeframe if you want to receive a reminder at a specified time prior to the start of the activity. You can choose to receive email activity reminders, pop-up activity reminders, or both. You can change the way you receive activity reminders at any time. To change the way you receive activity reminders, click My Preferences on the toolbar and select the General tab. In Remind Me About Activities, specify the type of reminders you wish to receive.
All Day Event	Select this option if the activity will last for an entire day. When you select this option, the activity start time displays as 8:00 AM and the activity end time displays as 5:00 PM. However, you can change these times, if necessary.
Private	Select this option if you want the activity to be classified as private. Details for a private activity can be viewed only by the attendees of the activity. If you are an attendee of a private meeting, the actual subject line displays on the Activity dialog box and you can open the activity and edit it based on your calendar access rights.
Repeats	If the activity is recurring, specify the type of recurrence as well as the end date for the recurrence: None: There is no recurrence (default). Daily: Select this option to repeat the activity on a daily basis. The Daily options allow you to specify the number of days as well as every day or only weekdays. Weekly: Select this option to repeat the activity on a weekly basis. The Weekly options allow you to specify the actual week and days of the week for the activity. Monthly: Select this option to repeat the activity on a monthly basis. You can specify the actual date, week, and month for the activity to repeat. Yearly: Select this option to repeat the activity on a yearly basis. You can specify the actual year, date, week, and month for the activity to repeat.
Show Time As	Select an option that indicates how participants' time is classified, such as Busy or Tentative, on their calendar for the duration of the activity.
Location	Enter the location where the activity will occur.
Type	Select a descriptive type for the activity, such as Meeting or Teleconference. The type of the activity determines whether it displays in the calendar. To define activity type options, use the Activity Type List in Settings > Labels and Lists. See your system administrator for information about adding values to this list.
Priority	Select a priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
Notes	Enter any notes related to the activity. You can use the text editor to enter text directly in this field. After a note is entered and saved, a displays in the grid row to indicate a note for the activity. If no notes are entered, a displays instead. Click the icon in the grid row to open the Notes dialog and enter details.

Stakeholders

Use the Stakeholders fields to assign the attendees and firms that are related to the activity. Stakeholder refers to any person or business entity that is involved in an activity. Stakeholders can include your company's employees as well as external contacts, clients, vendors, and their associated firms.

Field	Description
Attendees	The Attendees grid lists all the attendees and their associated firms who are scheduled to participate in the activity. Attendees include both contacts and employees. Click + Add Attendees to specify the attendees to assign to this activity. As a rule, the first contact you add to the attendees list is the primary contact; however, you can change the primary designation at any time. By default, the person who creates the activity is the Owner. You can also change the owner to a different employee if you wish. Click the arrow and select Make Primary or Make Owner to change the status as needed.
Firms	A firm is any type of business or entity external to your company, including clients, vendors, government agencies, trade associations, and competitors. Click + Add Firms to specify the firms to assign to this activity. If this is the primary firm associated with the activity, click the arrow and select Primary. If the status changes and the firm is no longer primary, you can click the arrow and remove the primary status or select another firm as the primary. Only one firm can be designated as primary.

Associations

Use the Associations fields to select project and marketing campaign hub records that you want to associate with the activity. If your administrator has created user-defined hubs with activities, then lookups to those hubs also appear in this section.

Field	Description
Project	Click the arrow and select the project that is associated with the activity. You can type part of the project name or number to quickly find it in the list. Click the blue, underlined name to display the info bubble that contains information about the project.
Marketing Campaign	Click the arrow and select the marketing campaign that is associated with the activity. You can type part of the name or number to quickly find it in the list. Click the blue, underlined name to display the info bubble that contains information about the marketing campaign.
User Defined Hubs	Your administrator may have created one or more user defined hubs to track information that could not be tracked in a standard hub. Click + Add link to add a user defined hub record to an activity.