Activities Tab of the Projects Form

The Activities tab on the Projects form presents a history of activities for the project, such as meetings, phone calls, and key tasks. This tab displays only if either the CRM or CRM Plus module is activated. Activities are also visible in the Contacts, Firms, Marketing Campaigns, and Employees hubs, from user-defined hubs, and from the calendar.

Contents

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

Field	Description
Activities Grid	Use the Activities grid to schedule and manage meetings, phone calls, and other tasks. When you schedule an activity, the activity is added to the respective hub record and the calendar, depending on the type. Your system administrator uses the Activity List in Settings to control the types of activities that display on the Activities tabs in the hub records as well as those that display on the calendar. For example, an email address might display in the Activity grid and in the Activities hub, but would not display in the calendar. However, phone calls and meetings would display on the calendar. Note that Activities marked as Private in the Activities hub do not display in the Activities grid in other hubs. Click the + Add Activity link below the grid to open the Activity dialog box and add information for a new activity. Except for the Notes, you cannot edit activity information directly in the Activities grid. To edit an activity in the grid, select the activity, click at the end of the row, and select Edit. On the Activity dialog box, edit the activity. To copy an activity in the Activities grid to create a new one, select the activity in the grid to copy, click at the end of the row, and select Copy. On the Activity dialog box, change any of the prefilled fields from the copied activity to specify values that are valid for the new activity. When you copy a record, Vantagepoint creates a copy of the activity and also adds a Follow-up prefix (for example, Follow-up: Report Client Audit) to the name of the copied activity. If you prefer to save a new activity from the copied record instead of a follow-up activity for it, you can remove the Follow-up prefix, modify the field information, and rename the copied activity. To delete an activity from the Activities grid, select the activity in the grid, click at the end of the row, and select Delete. You are prompted to confirm that you want to delete the activity from the hub record.
Date	This column displays the activity's date and description. Click the date to open an info bubble that displays additional information about the activity. In the info bubble, click Open to open the activity in the Activities hub to see the activity's complete information.
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.
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 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 (if no notes exist for the element) or (if notes already exist) in the grid row and then enter the text on the Notes dialog box.