Procedures
You can schedule and modify activities in the Info Center.
Related Topics
- Open the Activity Dialog Box from an Info Center Record
You can open the Activity dialog box from a Client, Contact, Lead, Marketing Campaign, Employee, Opportunity, or Project Info Center record. - Schedule an Activity in the Info Center
You can schedule an activity directly from a Client, Contact, Lead, Marketing Campaign, Employee, Opportunity, or Project Info Center record. - Schedule a Follow-up Activity in the Info Center
When you create a follow-up activity, it does not replace the existing activity. It adds a related activity to the Activities grid on the Info Center form. For example, you can schedule a follow-up phone call with a potential client. - Copy an Activity in the Info Center
You can copy an existing activity to schedule a new one in an Info Center. - Delete an Activity in the Info Center
After activities are completed, they remain in your database until you manually delete them. The Activities grids in the Info Center display activities for which you are the designated owner as well as activities for which you are an attendee. You can delete only those activities for which you are the designated owner. - Modify an Activity in the Info Center
In the Info Center, you can modify any activity for which you are the designated owner. You cannot modify those activities for which you are an attendee, but not the owner.
Parent Topic: Managing Activities in the Info Center