Contents of the Activities Dialog Box
Use the Activities dialog box to schedule, copy, delete, and modify activities for your contacts, marketing campaigns, employees, 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 on which 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 |
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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 | If you want to receive a reminder at a specific time prior to the start of the activity, select this option and specify the timeframe. You can choose to receive email activity reminders, pop-up activity reminders, or both. You can change the way that you receive activity reminders at any time. To do so, click
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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. You can change these times. |
Private | Select this option to classify the activity 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:
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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 . 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
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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 |
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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
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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
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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 for those hubs also appear in this section.
Field | Description |
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Project | Click the
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Marketing Campaign | Click the
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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. |