Scheduling Activities on the Activities Dialog Box Overview

You can schedule and modify activities using many Vision applications. All activity scheduling and maintenance functions are processed on the Activities dialog box.

You can access the Activities dialog box from any of the following applications:

• Activity Calendar

• Activity Manager

• Dashboard

• Client, Contact, Lead, Marketing Campaign, Employee, Opportunity, or Project Info Center

• Reporting

Use the activity scheduling and maintenance tools in these applications to manage your relationships with clients, contacts, leads, and even other employees at your own company while you also keep track of all your project, opportunity, and marketing campaign activities.

Shared Activity Information

The Activity Calendar, Activity Manager, Info Center, and Dashboard applications share activity data. When you add, modify, or delete activity information in any one of these applications, your modifications are immediately available in the other three applications.

The exceptions to sharing are as follows:

• The Activity Calendar displays only phone calls, meetings, and tasks. To view other types of activities, you must use the Activity Manager, Info Center, or Dashboard.

• Project Planning tasks display only on the Activity Calendar. The tasks do not display on the Activity Manager, the Dashboard, or in the Info Center.

Where Are Activities Available?

When you schedule an activity, the activity becomes available in the following applications:

• The Activity Calendar for each employee included on the attendee list if the activity is a phone call, meeting, or task

• The Activity Manager for all employees who have access to the activity, for all activity types except project planning tasks

• The Activities grid in the Employee Info Center record for each employee included on the attendee list, for all activity types except project planning tasks

• The Activities grid of the associated Info Center records, for all activity types except project planning tasks

• The Dashboard for each employee included on the attendee list, for all activity types except project planning tasks

Whether or not an activity displays in each of these applications depends on a user's activity access rights and their activities filter selections.